Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Fidelity Us Bond Idx in their Schedule of Assets, totaling $36.1M 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 | ALBERT EINSTEIN HEALTHCARE NETWORK ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 7,534 | $737.4M | $8.7M |
| 2 | HAZEN AND SAWYER, D.P.C. HAZEN AND SAWYER 401(K) PLAN | NEW YORK NY | 2,130 | $549.5M | $8.0M |
| 3 | HUSKY INJECTION MOLDING SYSTEM, INC. |
MILTON VT |
| 514 |
| $175.2M |
| $4.1M |
| 4 | HKS, INC. HKS, INC. 401(K) PLAN | DALLAS TX | 1,328 | $290.9M | $2.3M |
| 5 | LEK CONSULTING LLC LEK CONSULTING 401(K) PLAN | BOSTON MA | 683 | $190.2M | $1.7M |
| 6 | COTTAGE HEALTH COTTAGE HEALTH 403(B) RETIREMENT SAVINGS PLAN | SANTA BARBARA CA | 1,988 | $67.0M | $1.4M |
| 7 | COTTAGE HEALTH MYFUTURE 401(K) RETIREMENT SAVINGS PLAN | SANTA BARBARA CA | 2,610 | $102.0M | $1.2M |
| 8 | EXETER FINANCE LLC EXETER FINANCE LLC 401(K) PROFIT SHARING PLAN | IRVING TX | 1,819 | $86.3M | $1.2M |
| 9 | KEMIRA WATER SOLUTIONS, INC. KEMIRA GROUP 401(K) PLAN | ATLANTA GA | 796 | $309.7M | $871K |
| 10 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $697K |
