Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 128 U.S. retirement plans report holding Fidelity® U.S. Bond Index in their Schedule of Assets, totaling $291.2M 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 | RED HAT, INC. RED HAT, INC. 401(K) AND PROFIT SHARING PLAN | RALEIGH NC | 7,529 | $1.9B | $49.1M |
| 2 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN | MIDDLETON WI | 1,782 | $1.4B | $46.5M |
| 3 | COMMUNITY FIRST CREDIT UNION |
APPLETON WI |
| 474 |
| $97.9M |
| $23.2M |
| 4 | CLAYTON HOMES, INC. CLAYTON HOMES, INC. 401(K) RETIREMENT PLAN | MARYVILLE TN | 22,418 | $1.6B | $20.9M |
| 5 | FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK CT | 2,364 | $863.3M | $17.4M |
| 6 | PROHEALTH CARE, INC. PROHEALTH RETIREMENT SAVINGS PLAN | WAUKESHA WI | 4,518 | $635.2M | $12.9M |
| 7 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN | MIDDLETON WI | 3,273 | $767.7M | $12.0M |
| 8 | CENTRACARE HEALTH SYSTEM CENTRACARE HEALTH SYSTEM RETIREMENT PLAN | SAINT CLOUD MN | 11,676 | $1.2B | $10.6M |
| 9 | PROLOGIS L.P. PROLOGIS 401(K) SAVINGS PLAN | DENVER CO | 1,478 | $519.7M | $10.3M |
| 10 | ADVICS NORTH AMERICA, INC. ADVICS 401(K) PLAN | LEBANON OH | 1,595 | $173.6M | $8.5M |
