Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity Total Bond K6 Registered investment company in their Schedule of Assets, totaling $105.3M 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 | LEGACY HEALTH LEGACY HEALTH 403(B) PLAN | PORTLAND OR | 14,472 | $2.0B | $66.3M |
| 2 | NSMG SHARED SERVICES, LLC NORTHSTAR MEMORIAL GROUP, LLC 401(K) PLAN | HOUSTON TX | 1,365 | $80.5M | $9.3M |
| 3 | FIRST QUALITY ENTERPRISES INC. FIRST QUALITY SAVINGS AND INVESTMENT PLAN |
GREAT NECK NY |
| 4,530 |
| $466.0M |
| $8.5M |
| 4 | THE HILB GROUP OPERATING COMPANY, LLC THE HILB GROUP OPERATING COMPANY, LLC 401(K) PLAN | RICHMOND VA | 2,273 | $178.6M | $6.0M |
| 5 | RADIAN GROUP, INC. RADIAN GROUP INC. SAVINGS INCENTIVE PLAN | WAYNE PA | 1,036 | $333.1M | $3.2M |
| 6 | CLEVELAND STEEL CONTAINER CORPORATION CLEVELAND STEEL CONTAINER CORP. 401(K) PROFIT SHARING PLAN | HUDSON OH | 410 | $63.7M | $2.7M |
| 7 | GREENBAUM, ROWE, SMITH & DAVIS LLP GREENBAUM, ROWE, SMITH & DAVIS LLP RETIREMENT PLAN AND TRUST | ISELIN NJ | 100 | $36.9M | $1.7M |
| 8 | POLLARD (U.S.) LTD POLLARD (U.S.) LTD. SERVICE RELATED PENSION PLAN | — | 151 | $7.7M | $1.3M |
| 9 | PENDLETON WOOLEN MILLS, INC. PENDLETON WOOLEN MILLS, INC. 401(K) AND PROFIT SHARING PLAN | PORTLAND OR | 443 | $70.8M | $1.2M |
| 10 | UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERS UPSTATE CARING PARTNERS 403(B) RETIREMENT PLAN | UTICA NY | 1,653 | $66.4M | $942K |
