Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity US bond Fund Mutual Fund in their Schedule of Assets, totaling $15.9M 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 | CARRIAGE FUNERAL HOLDINGS, INC. CARRIAGE SERVICES 401(K) PLAN | HOUSTON TX | 2,312 | $98.9M | $14.3M |
| 2 | SOUND PUBLISHING, INC. SOUND PUBLISHING, INC. 401(K) PLAN AND TRUST | EVERETT WA | 171 | $12.0M | $619K |
| 3 | AGILE PHYSICAL THERAPY, INC. AGILE 401(K) PLAN |
PALO ALTO CA |
| 198 |
| $24.7M |
| $440K |
| 4 | AURORA SOLAR, INC. AURORA SOLAR, INC. 401(K) PLAN | SAN FRANCISCO CA | 353 | $25.7M | $267K |
| 5 | EQUUS HOLDINGS, INC. EQUUS EMPLOYEE SAVINGS AND RETIREMENT PLAN | BLOOMINGTON MN | 139 | $25.4M | $189K |
| 6 | DEJ HOLDINGS, LLC DEJ HOLDINGS, LLC 401(K) PLAN | MOORESVILLE NC | 137 | $13.1M | $141K |
