Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity US Bond Index Premium in their Schedule of Assets, totaling $1.5M 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 | DAIRY STATE BANK DAIRY STATE BANK RETIREMENT SAVINGS PLAN | RICE LAKE WI | 92 | $13.3M | $1.3M |
| 2 | BURNETT OIL CO., INC. AND AFFILIATES BURNETT OIL CO., INC. AND AFFILIATES 401(K) PLAN | FORT WORTH TX | 55 | $23.6M | $178K |