Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Us Bond Idx in their Schedule of Assets, totaling $71.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTEGRIS HEALTH, INC. 403(B) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC. | OKLAHOMA CITY OK | 12,869 | $1.1B | $57.9M |
| 2 | THE PAPE' GROUP, INC. THE PAPE' GROUP, INC. PROFIT SHARING 401(K) PLAN | EUGENE OR | 4,462 | $441.8M | $7.9M |
| 3 | SCRIPPS HEALTH SCRIPPS HEALTH RETIREMENT SAVINGS PLAN |
SAN DIEGO CA |
| 17,768 |
| $1.3B |
| $4.9M |
| 4 | APT RESEARCH, INC. A-P-T RESEARCH, INC. 401(K) PLAN | HUNTSVILLE AL | 166 | $33.1M | $125K |
| 5 | VALLEY HOPE ASSOCIATION VALLEY HOPE 401(K) RETIREMENT PLAN | NORTON KS | 698 | $24.0M | $66K |
| 6 | MOVEERO, INC. MOVEERO, INC. RETIREMENT PLAN | ARMSTRONG IA | 173 | $25.3M | $54K |
| 7 | SAITECH INC. SAITECH, INC. 401(K) PLAN | ROCKVILLE MD | 75 | $11.4M | $41K |
