Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding Fidelity Total Bond Mutual fund in their Schedule of Assets, totaling $203.5M 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 | CENTENE CORPORATION CENTENE MANAGEMENT CORPORATION RETIREMENT PLAN | ST. LOUIS MO | 54,939 | $4.7B | $103.0M |
| 2 | F5, INC. F5, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 2,992 | $1.1B | $18.4M |
| 3 | GOULD MEDICAL GROUP INC. GOULD MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN |
MODESTO CA |
| 488 |
| $483.3M |
| $12.8M |
| 4 | RADY CHILDREN'S HOSPITAL- SAN DIEGO RADY CHILDREN'S HOSPITAL- SAN DIEGO 403(B) PLAN | SAN DIEGO CA | 6,239 | $820.2M | $8.5M |
| 5 | PEMCO MUTUAL INSURANCE COMPANY PEMCO 401(K) PLAN | SEATTLE WA | 453 | $260.4M | $7.1M |
| 6 | KEAN MILLER LLP KEAN MILLER LLP SELF EMPLOYED RETIREMENT PLAN AND TRUST | BATON ROUGE LA | 375 | $162.9M | $5.6M |
| 7 | THE F.A. BARTLETT TREE EXPERT CO. BARTLETT TREE 401(K) PLAN | STAMFORD CT | 2,907 | $201.4M | $4.5M |
| 8 | OGDEN MURPHY WALLACE, PLLC THE 401(K) PROFIT SHARING PLAN OF OGDEN MURPHY WALLACE, PLLC | SEATTLE WA | 124 | $73.8M | $3.4M |
| 9 | CROSS FINANCIAL CORPORATION CROSS RETIREMENT PLAN | BANGOR ME | 1,147 | $138.9M | $3.2M |
| 10 | ALABAMA FARMERS COOPERATIVE INC. AFC PROFIT SHARING PLAN | DECATUR AL | 2,646 | $118.8M | $3.0M |