Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Mutual fund - US Bond Index in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROTH CAPITAL PARTNERS, LLC ROTH CAPITAL PARTNERS, LLC 401(K) PLAN | NEWPORT BEACH CA | 208 | $54.7M | $830K |
| 2 | STEWART HOME & SCHOOL, LLC STEWART HOME & SCHOOL, LLC RETIREMENT PLAN | FRANKFORT KY | 158 | $12.7M | $174K |
