Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity US Bond Index Fund Mutual Fund (1) in their Schedule of Assets, totaling $6.6M 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 | TEREX CORPORATION TEREX CORPORATION AND AFFILIATES 401(K) RETIREMENT SAVINGS PLAN | NORWALK CT | 5,794 | $687.4M | $6.4M |
| 2 | THRIVE GLOBAL HOLDINGS, INC. THRIVE GLOBAL HOLDINGS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 130 | $8.7M | $153K |
| 3 | TPG, INC. THE PHOENIX GROUP 401(K) PLAN |
GREENWOOD IN |
| 188 |
| $13.0M |
| $91K |