Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fidelity Us Bond Idx in their Schedule of Assets, totaling $9.5M 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 | ASPLUNDH TREE EXPERT, LLC VEGETATION AND UTILITY SERVICES EMPLOYEES 401(K) SAVINGS PLAN | WILLOW GROVE PA | 22,463 | $323.4M | $4.6M |
| 2 | CHICAGO BASEBALL HOLDINGS, LLC CHICAGO CUBS ASSOCIATES RETIREMENT PLAN | CHICAGO IL | 641 | $117.6M | $3.9M |
| 3 | SUMMIT POLYMERS, INC. |
PORTAGE MI |
| 1,921 |
| $116.7M |
| $991K |
| 4 | PINOVA INC. PINOVA SAVINGS AND INVESTMENT PLAN | BRUNSWICK GA | 52 | $16.1M | $35K |
| 5 | HAWAII PACIFIC FOUNDATION HAWAII PACIFIC FOUNDATION 401(K) PLAN | MANASSAS VA | 448 | $24.3M | $28K |
