Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Fidelity U.S. Bond Index Fund Mutual funds in their Schedule of Assets, totaling $125.5M 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 | ARTHUR J. GALLAGHER (ILLINIOS), LLC. ARTHUR J. GALLAGHER & CO. EMPLOYEES SAVINGS AND THRIFT PLAN | ROLLING MEADOWS IL | 23,895 | $3.9B | $76.1M |
| 2 | CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CA BLUE SHIELD OF CALIFORNIA TAX DEFERRED SALARY INVESTMENT PLAN | OAKLAND CA | 7,533 | $1.7B | $19.7M |
| 3 | RWA WEALTH PARTNERS, LLC |
NEWTON MA |
| 182 |
| $52.4M |
| $3.8M |
| 4 | MOREAU CATHOLIC HIGH SCHOOL MOREAU CATHOLIC HIGH SCHOOL 401(K) PROFIT SHARING PLAN & TRUST | HAYWARD CA | 108 | $16.4M | $3.2M |
| 5 | JBS INTERNATIONAL, INC. JBS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | NORTH BETHESDA MD | 318 | $74.0M | $2.9M |
| 6 | JENZABAR, INC. JENZABAR, INC. 401(K) PLAN | HARRISONBURG VA | 548 | $102.6M | $2.3M |
| 7 | FIDELITY & GUARANTY LIFE BUSINESS SERVICES, INC. FIDELITY & GUARANTY LIFE 401(K) PLAN | DES MOINES IA | 1,341 | $177.2M | $2.0M |
| 8 | SOUTH LAKE CLINIC, P.A. SOUTH LAKE CLINIC, P. A. EMPLOYEES' PROFIT SHARING PLUS PLAN | MINNETONKA MN | 120 | $20.6M | $1.8M |
| 9 | AVIAT U.S., INC. AVIAT NETWORKS 401(K) PLAN | AUSTIN TX | 301 | $85.9M | $1.4M |
| 10 | TREDEGAR CORPORATION TREDEGAR CORPORATION RETIREMENT SAVINGS PLAN | RICHMOND VA | 1,444 | $137.3M | $1.4M |
