Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity U.S. Bond Index in their Schedule of Assets, totaling $60.1M 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 | SUTTER HEALTH SUTTER HEALTH 403(B) SAVINGS PLAN | SACRAMENTO CA | 59,303 | $7.6B | $49.8M |
| 2 | BARNES GROUP INC. BARNES GROUP INC. RETIREMENT SAVINGS PLAN | BRISTOL CT | 1,586 | $320.1M | $3.8M |
| 3 | SUTTER HEALTH SUTTER HEALTH RETIREMENT INCOME PLAN |
SACRAMENTO CA |
| 13,396 |
| $864.9M |
| $2.6M |
| 4 | TRIB TOTAL MEDIA, LLC TRIB TOTAL MEDIA, LLC & SUBSIDIARY MASTER PLAN FOR SAVINGS AND INVESTMENT | GREENSBURG PA | 248 | $48.1M | $1.9M |
| 5 | SUTTER HEALTH SUTTER HEALTH 401(K) SAVINGS PLAN | SACRAMENTO CA | 2,552 | $179.6M | $1.8M |
| 6 | CATO CORPORATION THE CATO CORPORATION 401(K)/PROFIT SHARING PLAN | CHARLOTTE NC | 2,792 | $72.9M | $32K |
| 7 | SMITH SYSTEM MANUFACTURING COMPANY SMITH SYSTEM MANUFACTURING COMPANY RETIREMENT SAVINGS PLAN | CARROLLTON TX | 191 | $7.6M | $31K |
