Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Investments Fidelity US Bond Index N/R in their Schedule of Assets, totaling $23.4M 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 | ANESTHESIA CONSULTING & MANAGEMENT, LP NORTHSTAR ANESTHESIA 401K PLAN | IRVING TX | 3,088 | $526.7M | $17.1M |
| 2 | ACCESS & INTEGRATED PRACTICE HOLDINGS LLC ACCESS & INTEGRATED PRACTICE HOLDINGS 401(K) PLAN | BLOOMINGTON MN | 623 | $57.1M | $2.0M |
| 3 | CLAIMS SERVICES GROUP, LLC |
WESTLAKE TX |
| 2,881 |
| $314.9M |
| $1.5M |
| 4 | NAVA PBC NAVA 401(K) PLAN | WASHINGTON DC | 379 | $26.9M | $812K |
| 5 | ALPHA SOURCE HOLDCO, LLC ALPHA SOURCE HOLDCO, LLC 401(K) PLAN | MILWAUKEE WI | 290 | $18.0M | $515K |
| 6 | TIMECLOCK PLUS, LLC TIMECLOCK PLUS, LLC 401(K) PROFIT SHARING PLAN | SAN ANGELO TX | 376 | $15.5M | $465K |
| 7 | NEXPERIA USA INC. NEXPERIA USA INC. 401(K) PLAN | RICHARDSON TX | 143 | $18.8M | $344K |
| 8 | ALTAIR GLOBAL SERVICES, LLC DBA ALTAIR GLOBAL RELO ALTAIR 401(K) PLAN | PLANO TX | 306 | $39.0M | $147K |
| 9 | PALM BEACH TAN INC. PALM BEACH TAN INC. 401K PLAN | IRVING TX | 1,677 | $11.3M | $145K |
| 10 | XPRESS WELLNESS URGENT CARE, LLC XPRESS WELLNESS RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 541 | $11.2M | $137K |
