Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Long-term Treasury Bond Index Fund in their Schedule of Assets, totaling $259.5M 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 | SALESFORCE, INC. SALESFORCE 401(K) PLAN | SAN FRANCISCO CA | 36,537 | $9.1B | $182.1M |
| 2 | AMERITAS HOLDING COMPANY AMERITAS PENSION PLAN | LINCOLN NE | 217 | $236.9M | $49.6M |
| 3 | UNITED FARM FAMILY LIFE INSURANCE COMPANY INDIANA FARM BUREAU RETIREMENT PLAN |
INDIANAPOLIS IN |
| 305 |
| $217.4M |
| $25.4M |
| 4 | LUVATA OHIO, INC. LUVATA OHIO, INC. RETIREMENT PLAN | DELAWARE OH | 94 | $13.4M | $1.3M |
| 5 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC GMO 401(K) PROFIT SHARING PLAN | BOSTON MA | 359 | $178.2M | $857K |
| 6 | NEW CHALLENGES, INC. NEW CHALLENGES EMPLOYEES' RETIREMENT PLAN | EAGAN MN | 198 | $5.2M | $108K |
| 7 | WASHINGTON EDUCATION ASSOCIATION STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION | FEDERAL WAY WA | 177 | $179.4M | $88K |
| 8 | BIOTAGE, LLC BIOTAGE 401(K) PLAN | CHARLOTTE NC | 122 | $23.5M | $66K |
| 9 | CORNERSTONE GOVERNMENT AFFAIRS, INC. CORNERSTONE GOVERNMENT AFFAIRS, INC. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 188 | $45.5M | $23K |
| 10 | GOLF SUITES INC. GOLF SUITES INC. 401(K) PLAN | LUBBOCK TX | 162 | $43K | $1K |
