Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity® US Bond Index Instl Prem Fidelity® US Bond Index Instl Prem in their Schedule of Assets, totaling $8.5M 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 | UNITED DAIRY INDUSTRY ASSOCIATION THRIFT AND SAVINGS PLAN SPONSORED BY UNITED DAIRY INDUSTRY ASSOCIATION | ROSEMONT IL | 497 | $169.6M | $2.9M |
| 2 | WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON LLP MASTER TRUST | BALTIMORE MD | — | $119.7M | $2.8M |
| 3 | MANITOU EQUIPMENT AMERICA, LLC |
WEST BEND WI |
| 1,101 |
| $82.5M |
| $2.1M |
| 4 | WYANDOT BEHAVIORAL HEALTH NETWORK, INC. WYANDOT RETIREMENT SAVINGS PLAN | KANSAS CITY KS | 445 | $10.6M | $378K |
| 5 | ECUMEN ECUMEN 401(K) RETIREMENT SAVINGS PLAN | SHOREVIEW MN | 2,152 | $69.1M | $362K |
