Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 93 U.S. retirement plans report holding Fidelity U.s. Bond Index Mutual fund in their Schedule of Assets, totaling $159.1M 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 | F5, INC. F5, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 2,992 | $1.1B | $24.1M |
| 2 | EPIC GAMES INC EPIC GAMES, INC. 401(K) PLAN AND TRUST | CARY NC | 2,890 | $711.3M | $16.2M |
| 3 | BAPTIST HEALTH CARE CORPORATION BAPTIST HEALTH CARE, INC. RETIREMENT SAVINGS 403(B) PLAN |
PENSACOLA FL |
| 5,316 |
| $298.0M |
| $14.3M |
| 4 | MACMILLAN HOLDINGS, LLC MACMILLAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,966 | $592.5M | $13.0M |
| 5 | AHLSTROM USA INC. AHLSTROM RETIREMENT SAVINGS PLAN | WINDSOR LOCKS CT | 2,693 | $550.8M | $12.4M |
| 6 | MERCER ADVISORS, INC. MERCER ADVISORS INC. 401(K) PLAN | DENVER CO | 1,182 | $145.3M | $10.9M |
| 7 | BREAKTHRU BEVERAGE GROUP, LLC BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN | NEW YORK NY | 7,882 | $768.8M | $9.1M |
| 8 | RE/MAX, LLC RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN | DENVER CO | 517 | $76.4M | $4.3M |
| 9 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UNIVERSITY OF MARYLAND MEDICAL SYSTEM 403(B) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 24,397 | $730.5M | $3.4M |
| 10 | CARRIX, INC. CARRIX, INC. RETIREMENT PLAN | SEATTLE WA | 1,597 | $362.2M | $3.2M |
