Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Fidelity Investments Fidelity U.S. Bond Index - in their Schedule of Assets, totaling $31.8M 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 | SCRIPPS HEALTH SCRIPPS HEALTH 403(B) PLAN | SAN DIEGO CA | 17,402 | $728.7M | $5.8M |
| 2 | NEWPORT GROUP, INC. SAVEWISETM POOLED EMPLOYER PLAN | FOLSOM CA | 22,638 | $431.1M | $3.9M |
| 3 | ENCORE GROUP (USA), LLC ENCORE GROUP (USA) LLC RETIREMENT SAVINGS PLAN |
SCHILLER PARK IL |
| 10,531 |
| $453.2M |
| $3.7M |
| 4 | AMN HEALTHCARE, INC. AMN HEALTHCARE 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 15,207 | $417.0M | $3.2M |
| 5 | CONVATEC INC. CONVATEC INC. SAVINGS AND INVESTMENT PLAN | BRIDGEWATER NJ | 1,399 | $239.4M | $2.3M |
| 6 | MITSUBISHI INTERNATIONAL CORPORATION THE SAVINGS PLAN (401(K)) OF MITSUBISHI INTERNATIONAL CORPORATION | NEW YORK NY | 1,582 | $293.6M | $2.3M |
| 7 | H.E. WILLIAMS, INC. H.E. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CARTHAGE MO | 272 | $35.6M | $1.9M |
| 8 | TITANX ENGINE COOLING, INC TITANX ENGINE COOLING, INC 401(K) PLAN | JAMESTOWN NY | 257 | $30.0M | $1.3M |
| 9 | ELECTRIC MOTOR & CONTRACTING CO., INC. ELECTRIC MOTOR & CONTRACTING CO., INC. 401(K) PROFIT SHARING PLAN | CHESAPEAKE VA | 250 | $31.4M | $1.1M |
| 10 | FILTRATION GROUP CORPORATION FILTRATION GROUP 401(K) RETIREMENT SAVINGS PLAN | AUSTIN TX | 2,756 | $224.2M | $1.1M |
