Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 189 U.S. retirement plans report holding Fidelity investments Fidelity US bond index fund # in their Schedule of Assets, totaling $283.1M 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 | PRINCIPAL LIFE INSURANCE COMPANY THRIVEWISE POOLED EMPLOYER PLAN | DES MOINES IA | 8,218 | $996.9M | $69.9M |
| 2 | MITCHELL INTERNATIONAL INC MITCHELL INTERNATIONAL, INC. 401K SAVINGS PLAN | SAN DIEGO CA | 5,250 | $658.2M | $27.0M |
| 3 | RICHEMONT NORTH AMERICA, INC. |
SHELTON CT |
| 3,701 |
| $456.5M |
| $17.5M |
| 4 | MH SUB I LLC MH SUB I, LLC 401(K) PLAN | EL SEGUNDO CA | 4,909 | $808.3M | $10.9M |
| 5 | THE COUNTRY VINTNER, INC. D/B/A WINEBOW WINEBOW 401(K) PLAN | GLEN ALLEN VA | 1,363 | $144.0M | $10.0M |
| 6 | PROVIDENT BANK PROVIDENT BANK PENSION PLAN | ISELIN NJ | 82 | $55.9M | $8.9M |
| 7 | ALORICA, INC. ALORICA 401(K) RETIREMENT PLAN | IRVINE CA | 17,563 | $146.5M | $7.7M |
| 8 | IONIS PHARMACEUTICALS, INC. IONIS PHARMACEUTICALS 401(K) PLAN | CARLSBAD CA | 1,043 | $316.0M | $5.8M |
| 9 | PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES IA | 161,040 | $650.9M | $5.4M |
| 10 | DAI ESOP, INC. DAI 401(K) RETIREMENT PLAN | BETHESDA MD | 811 | $218.1M | $4.9M |
