Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Fidelity Total Bond K6 Fund N/R in their Schedule of Assets, totaling $38.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CONSOLIDATED ELECTRICAL DISTRIBUTORS EMPLOYEE 401(K) SAVINGS PLAN | IRVING TX | 11,443 | $1.2B | $25.5M |
| 2 | SONIC HEALTHCARE USA, INC. SONIC HEALTHCARE USA SAVINGS PLAN | AUSTIN TX | 9,544 | $587.8M | $9.6M |
| 3 | EXCELA HEALTH EXCELA HEALTH 403(B) RETIREMENT PLAN |
GREENSBURG PA |
| 3,712 |
| $364.9M |
| $1.6M |
| 4 | ASSOCIATIONS, INC ASSOCIA, INC. 401(K) PLAN | RICHARDSON TX | 7,675 | $129.6M | $881K |
| 5 | STEAMPUNK, INC. STEAMPUNK, INC. 401(K) PLAN | MCLEAN VA | 710 | $43.3M | $593K |
| 6 | THE BENEFICIENT COMPANY GROUP (USA), L.L.C. THE BENEFICIENT COMPANY GROUP, LP RETIREMENT PLAN | DALLAS TX | 83 | $12.7M | $41K |
| 7 | ASCEND PLASTIC SURGERY PARTNERS MSO LLC ASCEND PLASTIC SURGERY PARTNERS MSO LLC 401(K) PLAN | ATLANTA GA | 300 | $2.9M | $9K |
