Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Investments Fidelity US Bond Index Fund 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 | TYLER TECHNOLOGIES, INC. TYLER TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | PLANO TX | 7,135 | $1.2B | $14.4M |
| 2 | SERVICE EXPERTS LLC SERVICE EXPERTS LLC 401(K) PLAN | RICHARDSON TX | 3,811 | $151.8M | $2.9M |
| 3 | INTEGRITY MARKETING GROUP INTEGRITY MARKETING GROUP 401(K) PLAN |
DALLAS TX |
| 4,830 |
| $268.9M |
| $1.8M |
| 4 | HEADINGTON COMPANIES, LLC. HEADINGTON COMPANIES, LLC | DALLAS TX | 186 | $55.3M | $1.1M |
| 5 | WHITWORTH UNIVERSITY WHITWORTH UNIVERSITY RETIREMENT PLAN | SPOKANE WA | 488 | $97.7M | $445K |
| 6 | CLINICS OF NORTH TEXAS, LLP CLINICS OF NORTH TEXAS 401(K) PROFIT SHARING PLAN | WICHITA FALLS TX | 208 | $48.6M | $414K |
| 7 | ONESOURCE VIRTUAL, INC. ONESOURCE VIRTUAL, INC. 401(K) PLAN | DALLAS TX | 987 | $52.0M | $330K |
| 8 | TVG NP HOMECARE ACQUISITION, INC. D/B/A VITALCARING GROUP VITALCARING GROUP 401(K) PLAN | DALLAS TX | 3,093 | $27.6M | $231K |
| 9 | CINTRA US SERVICES LLC CINTRA US SERVICES LLC 401K PLAN | AUSTIN TX | 508 | $34.2M | $131K |
| 10 | PAPER MACHINERY CORPORATION PAPER MACHINERY CORPORATION 401(K) PLAN | MILWAUKEE WI | 150 | $52.3M | $125K |
