Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 183 U.S. retirement plans report holding Fidelity Investments.............. Fidelity U.S. Bond Index Fund in their Schedule of Assets, totaling $453.3M 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 | SULZER US HOLDING INC. SULZER EMPLOYEE SAVINGS PLAN | HOUSTON TX | 2,435 | $547.0M | $85.9M |
| 2 | RADIOLOGY PARTNERS, INC. RADIOLOGY PARTNERS, INC. PARTNER PLAN | AUSTIN TX | 1,428 | $1.0B | $32.2M |
| 3 | SENTARA HEALTH SENTARA 403(B) SAVINGS PLAN |
VIRGINIA BEACH VA |
| 30,766 |
| $3.7B |
| $28.1M |
| 4 | RADIOLOGY PARTNERS INC RADIOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 4,389 | $412.4M | $27.8M |
| 5 | CDW LLC CDW COWORKERS' PROFIT SHARING PLAN | VERNON HILLS IL | 11,353 | $2.3B | $26.5M |
| 6 | ERIE INDEMNITY COMPANY ERIE INSURANCE GROUP EMPLOYEE SAVINGS PLAN | ERIE PA | 6,803 | $1.4B | $25.7M |
| 7 | SUTTER MEDICAL GROUP, INC. SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 1,247 | $1.0B | $20.3M |
| 8 | SABRE GLBL INC. SABRE GLBL INC. 401(K) SAVINGS PLAN | SOUTHLAKE TX | 1,961 | $1.1B | $12.2M |
| 9 | VERTEX, INC. VERTEX, INC. 401(K) PLAN | KING OF PRUSSIA PA | 1,458 | $445.2M | $11.8M |
| 10 | TOKYO ELECTRON US HOLDINGS, INC. TOKYO ELECTRON RETIREMENT PLAN | AUSTIN TX | 2,280 | $651.7M | $10.1M |
