Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity U.S. Bond Index N/R in their Schedule of Assets, totaling $22.2M 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 | HENKEL OF AMERICA, INC. HENKEL 401(K) AND DEFINED CONTRIBUTION PLAN | STAMFORD CT | 6,972 | $2.4B | $21.2M |
| 2 | ALPHA SOURCE LLC ALPHA SOURCE LLC 401(K) PLAN | MILWAUKEE WI | 196 | $33.1M | $495K |
| 3 | DAVE & BUSTER'S, INC. DAVE & BUSTER'S 401(K) SAVINGS PLAN |
DALLAS TX |
| 42,151 |
| $74.5M |
| $425K |
