Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 89 U.S. retirement plans report holding Fidelity** Total Bond in their Schedule of Assets, totaling $143.1M 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 | LITTLER MENDELSON, P.C. LITTLER MENDELSON 401(K) PLAN AND TRUST | SAN FRANCISCO CA | 2,298 | $1.1B | $15.7M |
| 2 | MOORE & VAN ALLEN PLLC MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 697 | $403.2M | $14.9M |
| 3 | FANUC AMERICA CORPORATION FANUC AMERICA CORPORATION SAVINGS PLAN |
ROCHESTER HILLS MI |
| 1,638 |
| $453.4M |
| $13.1M |
| 4 | HATTIESBURG CLINIC, P.A. HATTIESBURG CLINIC P. A. SAVINGS PLAN | HATTIESBURG MS | 2,584 | $402.2M | $8.3M |
| 5 | SOUTHWEST BUSINESS CORPORATION SWBC 401(K) PLAN | SAN ANTONIO TX | 2,025 | $275.0M | $7.8M |
| 6 | SPROUTS FARMERS MARKETS HOLDINGS, LLC SPROUTS FARMERS MARKETS HOLDINGS, LLC EMPLOYEE 401(K) SAVINGS PLAN | PHOENIX AZ | 35,946 | $264.6M | $7.0M |
| 7 | CGG SERVICES (U.S.) INC. CGG 401(K) RETIREMENT PLAN | HOUSTON TX | 839 | $360.8M | $6.6M |
| 8 | FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP 401(K) PROFIT SHARING PLAN | MATAWAN NJ | 2,519 | $345.4M | $5.3M |
| 9 | NATIONAL ASSOCIATION OF HOME BUILDERS OF THE U.S NATIONAL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN | WASHINGTON DC | 260 | $127.1M | $4.9M |
| 10 | TRUBRIDGE, INC. TRUBRIDGE 401(K) RETIREMENT PLAN | MOBILE AL | 1,821 | $187.0M | $4.5M |
