Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Investment Grade Bond Fund # in their Schedule of Assets, totaling $9.2M 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 | DAYLIGHT TRANSPORT THE DAYLIGHT TRANSPORT 401(K) SAVINGS PLAN | CYPRESS CA | 720 | $39.5M | $2.7M |
| 2 | SMS GROUP INC. SMS GROUP 401(K) SAVINGS PLAN | PITTSBURGH PA | 1,171 | $167.0M | $2.2M |
| 3 | KILROY REALTY CORPORATION KILROY REALTY CORPORATION 401(K) PLAN |
LOS ANGELES CA |
| 241 |
| $81.6M |
| $1.7M |
| 4 | PSI PHARMA SUPPORT AMERICA INC PSI AMERICA 401(K) PLAN | KING OF PRUSSIA PA | 466 | $39.0M | $1.3M |
| 5 | AGY HOLDING CORP. AGY RETIREMENT SAVINGS PLAN | AIKEN SC | 530 | $35.9M | $641K |
| 6 | PACIFIC BIOLABS PACIFIC BIOLABS 401(K) PLAN | HERCULES CA | 124 | $20.9M | $621K |
| 7 | ESQUIRE BANK ESQUIRE BANK 401(K) PLAN | JERICHO NY | 141 | $11.6M | $84K |
