Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Total Bond Fund Mutual fund (1) in their Schedule of Assets, totaling $8.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THOMAS A. BRADY SPORTS MEDICINE, P.C. THOMAS A. BRADY SPORTS MEDICINE CENTER P.C. 401(K) PROFIT SHARING PLAN | CARMEL IN | 224 | $44.4M | $5.1M |
| 2 | FISHBECK, THOMPSON, CARR & HUBER, PC FISHBECK RETIREMENT PLAN | GRAND RAPIDS MI | 670 | $117.7M | $2.2M |
| 3 | MAGNETIC ANALYSIS CORP. |
ELMSFORD NY |
| 96 |
| $37.0M |
| $846K |
| 4 | TPG, INC. THE PHOENIX GROUP 401(K) PLAN | GREENWOOD IN | 188 | $13.0M | $219K |
| 5 | MONTGOMERY BELL ACADEMY MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM | NASHVILLE TN | 164 | $41.9M | $194K |
