Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Total Bond Mutual fund n/a in their Schedule of Assets, totaling $22.4M 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 | MONUMENT HEALTH, INC. MONUMENT HEALTH, INC. 403(B) PLAN | RAPID CITY SD | 5,494 | $364.8M | $12.0M |
| 2 | BARNARD CONSTRUCTION COMPANY, INC. SAVE MORE RETIREMENT PLAN AND TRUST | BOZEMAN MT | 523 | $127.1M | $4.3M |
| 3 | STRADLING YOCCA CARLSON & RAUTH LLP SYCR 401(K) PROFIT SHARING PLAN |
NEWPORT BEACH CA |
| 136 |
| $111.5M |
| $3.4M |
| 4 | ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN | JOPLIN MO | 310 | $6.6M | $1.4M |
| 5 | MILLER INTERNATIONAL, INC. MILLER INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 184 | $16.8M | $489K |
| 6 | HOSPICE OF THE RED RIVER VALLEY HOSPICE OF THE RED RIVER VALLEY 401(K) PLAN | FARGO ND | 216 | $17.2M | $216K |
| 7 | ETR ASSOCIATES, INC. ETR ASSOCIATES, INC. 401K PLAN | WATSONVILLE CA | 127 | $31.8M | $199K |
| 8 | TIGER FUEL COMPANY TIGER FUEL COMPANY EMPLOYEES FLEXIBLE COMPENSATION PLAN | CHARLOTTESVILLE VA | 477 | $16.9M | $177K |
| 9 | EPONK GROUP EPONK GROUP, LTD. 401(K) PROFIT SHARING PLAN | SHAWANO WI | 98 | $12.6M | $107K |
| 10 | WHITE MOUNTAIN BEVERAGE, LLC WHITE MOUNTAIN BEVERAGE, LLC SAVINGS AND PROFIT SHARING PLAN | RENTON WA | 180 | $27.3M | $83K |
