Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Intermediate Treasury Bond Index Fund # in their Schedule of Assets, totaling $2.2M 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 | PATRICK INDUSTRIES, INC. PATRICK INDUSTRIES, INC. 401(K) EMPLOYEE SAVINGS PLAN | ELKHART IN | 7,812 | $157.0M | $785K |
| 2 | ISCO INDUSTRIES, INC. ISCO INDUSTRIES INC. RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 744 | $90.6M | $736K |
| 3 | PERI FORMWORK SYSTEMS, INC. PERI FORMWORK SYSTEMS, INC 401(K) PLAN |
ELKRIDGE MD |
| 398 |
| $49.6M |
| $449K |
| 4 | PETER MARINO ARCHITECT, PLLC 401(K) SAVINGS PLAN FOR PETER MARINO ARCHITECT, PLLC | NEW YORK NY | 185 | $41.8M | $217K |
| 5 | SPRI LTD. SPRI LTD. 401(K) PLAN | CHICAGO IL | 154 | $35.5M | $50K |
