Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Management & Research Fidelity US Bond Index Fund in their Schedule of Assets, totaling $9.4M 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 | ANGEL OAK COMPANIES LP ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | ATLANTA GA | 260 | $28.8M | $3.1M |
| 2 | EDENS REALTY, INC. EDENS REALTY, INC. 401(K) PLAN | COLUMBIA SC | 209 | $71.2M | $2.3M |
| 3 | ROYCE GEOSPATIAL CONSULTANTS INC. ROYCE GEOSPATIAL CONSULTANTS 401K |
ARLINGTON VA |
| 173 |
| $12.9M |
| $794K |
| 4 | GOLDBERG SEGALLA LLP GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN | BUFFALO NY | 922 | $112.4M | $777K |
| 5 | COLORADO WEST HEALTHCARE SYSTEM DBA COMMUNITY HOSPITAL COMMUNITY HOSPITAL 403(B) PLAN | GRAND JUNCTION CO | 1,425 | $70.2M | $772K |
| 6 | VALEDA COMPANY LLC Q'STRAINT / SURE-LOK 401(K) RETIREMENT PLAN | FT LAUDERDALE FL | 133 | $13.1M | $424K |
| 7 | HMR VETERANS SERVICES, INC. HMR VETERANS SERVICES, INC. 401(K) PLAN | ANDERSON SC | 2,284 | $35.0M | $360K |
| 8 | WOMEN IN NEED WOMEN IN NEED 403(B) RETIREMENT PLAN | NEW YORK NY | 783 | $8.5M | $294K |
| 9 | SYNERGY FLAVORS INC SYNERGY FLAVORS, INC. 401(K) PROFIT SHARING PLAN | WAUCONDA IL | 374 | $38.5M | $155K |
| 10 | ROSEDALE FEDERAL SAVINGS & LOAN ASSOCIATION ROSEDALE FEDERAL SAVINGS & LOAN ASSOCIATION 401(K) RETIREMENT PLAN | BALTIMORE MD | 143 | $24.0M | $150K |
