Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Fidelity® US Bond Index Mutual Fund in their Schedule of Assets, totaling $28.3M 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 | CREDIT KARMA, LLC CREDIT KARMA, LLC RETIREMENT TRUST | OAKLAND CA | 1,506 | $272.5M | $6.3M |
| 2 | T.Y. LIN INTERNATIONAL T.Y. LIN INTERNATIONAL EMPLOYEES' SAVINGS AND RETIREMENT PLAN | SAN FRANCISCO CA | 959 | $181.7M | $5.8M |
| 3 | EP ENERGY GLOBAL, LLC EP ENERGY 401(K) RETIREMENT PLAN |
HOUSTON TX |
| 92 |
| $79.4M |
| $3.9M |
| 4 | THE ALLEN INSTITUTE FOR ARTIFICIAL INTELLIGENCE AI2 401(K) PLAN | SEATTLE WA | 190 | $24.7M | $2.5M |
| 5 | MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 71 | $58.7M | $1.9M |
| 6 | HERITAGE THERMAL SERVICES, INC. HERITAGE THERMAL SERVICES, INC. RETIREMENT SAVINGS PLAN | EAST LIVERPOOL OH | 182 | $48.4M | $1.5M |
| 7 | ZARYA INTERMEDIATE, LLC. IOFFICE + SPACEIQ 401(K) SAVINGS PLAN | ATLANTA GA | 298 | $17.1M | $1.5M |
| 8 | TELECARE CORP. TELECARE CORPORATION - RETIREMENT PLAN FOR LA CASA EMPLOYEES REPRESENTED BY SEIU-UHW UNITED HEALTHCARE WORKERS WEST | ALAMEDA CA | 138 | $4.3M | $926K |
| 9 | RESURGENS, P.C. RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN | ATLANTA GA | 1,029 | $187.3M | $883K |
| 10 | WEB INDUSTRIES, INC. WEB INDUSTRIES, INC. 401(K) PLAN | MARLBOROUGH MA | 370 | $22.7M | $837K |
