Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity total bond Registered Investment Company in their Schedule of Assets, totaling $45.0M 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 | RITE-HITE HOLDING CORPORATION RITE-HITE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 2,381 | $493.8M | $26.2M |
| 2 | ROSEBURG FOREST PRODUCTS CO. ROSEBURG FOREST PRODUCTS CO. 401(K) PLAN | SPRINGFIELD OR | 1,498 | $223.8M | $8.5M |
| 3 | DARIGOLD, INC. DARIGOLD, INC. 401(K) SAVINGS PLAN |
SEATTLE WA |
| 1,021 |
| $164.1M |
| $2.9M |
| 4 | BERNHARDT FURNITURE COMPANY BERNHARDT FURNITURE COMPANY RETIREMENT PLAN | LENOIR NC | 1,105 | $57.7M | $2.3M |
| 5 | HENTZEN COATINGS, INC. HENTZEN COATINGS, INC. 401(K) AND PROFIT SHARING PLAN | MILWAUKEE WI | 328 | $38.9M | $2.2M |
| 6 | COHEN SEQUOIA ENTERPRISES LTD. COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) | CLEVELAND OH | 335 | $64.3M | $958K |
| 7 | COHEN SEQUOIA ENTERPRISES, LTD. COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN | CLEVELAND OH | 783 | $76.1M | $957K |
| 8 | POLLARD (U.S.) LTD POLLARD (U.S.) LTD 401(K) PLAN | — | 952 | $41.6M | $598K |
| 9 | COMPETITION IMPORTS COMPETITION IMPORTS 401(K) PLAN AND TRUST | SAINT JAMES NY | 416 | $22.9M | $256K |
| 10 | LOOKING GLASS COMMUNITY SERVICES LOOKING GLASS EMPLOYEES' RETIREMENT PLAN | EUGENE OR | 295 | $5.8M | $98K |
