Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Personal Trust Company Fidelity US Bond Index Premium in their Schedule of Assets, totaling $549K 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 | MARBRIDGE FOUNDATION, INC. MARBRIDGE FOUNDATION 401(K) PLAN | MANCHACA TX | 274 | $5.5M | $549K |
