Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Personal Trust Company, FSB Fidelity US Bond Index in their Schedule of Assets, totaling $4.4M 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 | CARDIOTHORACIC & VASCULAR SURGEONS, P.A. CTVS 401(K) PLAN | AUSTIN TX | 101 | $69.2M | $3.6M |
| 2 | JOHN KNOX VILLAGE OF FLORIDA, INC. JOHN KNOX VILLAGE OF FLORIDA, INC. 401(K) RETIREMENT PLAN | POMPANO BEACH FL | 218 | $5.5M | $444K |
| 3 | TRIAD LOGISTICS SERVICES CORPORATION |
MELBOURNE FL |
| 197 |
| $4.7M |
| $333K |
