Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Invst Gr Bd Mutual fund in their Schedule of Assets, totaling $3.1M 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 | CROSSROADS FORD, INC. CROSSROADS FORD, INC. 401(K) PLAN | WAKE FOREST NC | 1,669 | $40.9M | $2.0M |
| 2 | NATURAL ORGANICS, INC. NATURAL ORGANICS, INC. 401(K) PLAN | MELVILLE NY | 423 | $30.9M | $786K |
| 3 | APPLE VALLEY FORD, INC. APPLE VALLEY FORD RETIREMENT SAVINGS PLAN |
APPLE VALLEY MN |
| 711 |
| $33.9M |
| $362K |