Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Total Bond Fund Mutual funds in their Schedule of Assets, totaling $5.8M 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 | OAK HILL CAPITAL MANAGEMENT, LLC OAK HILL CAPITAL 401(K) PLAN | STAMFORD CT | 55 | $52.0M | $3.2M |
| 2 | ROSE ACRE FARMS, INC. ROSE ACRE FARMS EMPLOYEES' 401(K) PLAN | SEYMOUR IN | 2,801 | $100.4M | $1.2M |
| 3 | VITALSMARTS, LC VITALSMARTS 401(K) PLAN |
PROVO UT |
| 248 |
| $22.6M |
| $540K |
| 4 | DIGITAL TURBINE INC. DIGITAL TURBINE INC. 401(K) PLAN | DURHAM NC | 304 | $55.4M | $416K |
| 5 | MFA FINANCIAL, INC. MFA FINANCIAL, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 341 | $36.0M | $317K |
| 6 | HOMESMART SERVICES, LLC HOMESMART SERVICES, LLC 401(K) AND PROFIT SHARING PLAN | SCOTTSDALE AZ | 161 | $5.4M | $92K |
| 7 | ALIVECOR, INC. ALIVECOR, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 95 | $11.6M | $85K |
| 8 | STONEHILL COLLEGE STONEHILL COLLEGE 403(B) RETIREMENT SAVINGS PLAN | NORTH EASTON MA | 815 | $239.9M | $39K |
| 9 | CELLOFOAM NORTH AMERICA INC CELLOFOAM NORTH AMERICA, INC. SAVINGS PLAN | CONYERS GA | 350 | $7.8M | $7K |
