Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity ® U.S. Bond Index Registered Investment Company in their Schedule of Assets, totaling $21.6M 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 | EVERSANA EVERSANA 401(K) PLAN | OVERLAND PARK KS | 3,647 | $348.1M | $6.7M |
| 2 | ADAMS AND REESE LLP ADAMS AND REESE LLP 401(K) PROFIT SHARING PLAN AND TRUST | NEW ORLEANS LA | 384 | $261.5M | $5.2M |
| 3 | SALK INSTITUTE FOR BIOLOGICAL STUDIES THE SALK INSTITUTE RETIREMENT PLAN |
LA JOLLA CA |
| 806 |
| $311.1M |
| $4.0M |
| 4 | FENDER MUSICAL INSTRUMENTS CORPORATION FENDER MUSICAL INSTRUMENTS 401(K) PLAN | SCOTTSDALE AZ | 1,566 | $134.3M | $2.7M |
| 5 | CORCORAN MANAGEMENT COMPANY, INC. CORCORAN COMPANIES PROFIT SHARING PLAN | BRAINTREE MA | 393 | $51.1M | $1.1M |
| 6 | WESCOM CENTRAL CREDIT UNION WESCOM CREDIT UNION 401(K) RETIREMENT PLAN | PASADENA CA | 972 | $178.1M | $736K |
| 7 | CALIFIA FARMS, LLC CALIFIA FARMS, LLC 401(K) PLAN | LOS ANGELES CA | 307 | $25.9M | $369K |
| 8 | CELLO & MAUDRU CONSTRUCTION COMPANY, INC. CELLO & MAUDRU CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN | NAPA CA | 139 | $12.5M | $233K |
| 9 | NATIONAL EWP, INC. NATIONAL EWP, INC. 401(K) PLAN | ELKO NV | 347 | $14.1M | $210K |
| 10 | CYBERDATA TECHNOLOGIES, INC. CYBERDATA TECH 401(K) PLAN | RESTON VA | 86 | $16.2M | $106K |
