Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Spartan US Bond Index Mutual Fund in their Schedule of Assets, totaling $31.2M 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 | THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN | BURLINGTON VT | 13,241 | $2.2B | $31.2M |
| 2 | QUEST DIAGNOSTICS OF PR, INC QUEST DIAGNOSTICS PUERTO RICO DEFINED CONTRIBUTION PLAN | GUAYNABO PR | 188 | $8.2M | $9K |
