Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity US Bond Index Instl in their Schedule of Assets, totaling $13.5M 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 | SWAGELOK COMPANY SWAGELOK RETIREMENT SAVINGS PLAN | SOLON OH | 4,408 | $2.9B | $8.1M |
| 2 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 401(K) PLAN | LATHAM NY | 13,148 | $452.3M | $3.3M |
| 3 | FRESH MARK, INC. FRESH MARK, INC. PENSION PLAN |
MASSILLON OH |
| 66 |
| $63.0M |
| $1.1M |
| 4 | HOSPICE OF WAKE COUNTY, INC. DBA TRANSITIONS LIFECARE HOSPICE OF WAKE COUNTY, INC. RETIREMENT SAVINGS PLAN | RALEIGH NC | 448 | $28.9M | $943K |