Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity U.S. Bond Index Fund—Premium Class in their Schedule of Assets, totaling $3.9M 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 | LI-COR, INC. LI-COR, INC. 401(K) & PROFIT SHARING PLAN | LINCOLN NE | 464 | $71.9M | $1.7M |
| 2 | VARSITY LINCOLN INC VARSITY LINCOLN 401(K) PLAN | NOVI MI | 155 | $19.2M | $547K |
| 3 | THE SHUBERT ORGANIZATION, INC. SHUBERT 401(K) SAVINGS PLAN |
NEW YORK NY |
| 391 |
| $81.4M |
| $523K |
| 4 | MIDDLESEX WATER CO. MIDDLESEX WATER COMPANY 401(K) PLAN | ISELIN NJ | 360 | $78.4M | $308K |
| 5 | JEANNE DARC CREDIT UNION JEANNE D'ARC CREDIT UNION 401(K) PLAN | LOWELL MA | 287 | $38.3M | $286K |
| 6 | OPTIMAS OE SOLUTIONS, LLC OPTIMAS OE SOLUTIONS, LLC EMPLOYEE SAVINGS PLAN | WOOD DALE IL | 481 | $52.4M | $283K |
| 7 | STANFORD BROTHERS, INC DBA VARSITY FORD VARSITY FORD 401K PLAN | ANN ARBOR MI | 175 | $26.9M | $139K |
| 8 | MAIN ELECTRIC SUPPLY COMPANY LLC MAIN ELECTRIC SUPPLY CO. SAVINGS AND INVESTMENT PLAN | SANTA ANA CA | 741 | $44.4M | $110K |