Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Total Bond ETF in their Schedule of Assets, totaling $1.1M 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 | CENTREX DISTRIBUTORS, LLC CENTREX DISTRIBUTORS, INC. UNION EMPLOYEES' PENSION PLAN | WEST GREENWICH RI | 99 | $7.7M | $469K |
| 2 | HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN | PARIS IL | 897 | $39.4M | $264K |
| 3 | EMCOR FACILITIES SERVICES, INC. |
NORWALK CT |
| 6 |
| $3.4M |
| $235K |
| 4 | BUILDING TECHNOLOGY ENGINEERS, INC. BUILDING TECHNOLOGY ENGINEERS, INC. RETIREMENT INCOME PLAN | NORWALK CT | 9 | $1.8M | $121K |
| 5 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $12K |
