Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Us Bond Index Registered investment companies in their Schedule of Assets, totaling $8.7M 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 | EVERFOX HOLDINGS LLC EVERFOX HOLDINGS LLC 401(K) RETIREMENT PLAN | HERNDON VA | 787 | $122.7M | $3.0M |
| 2 | FIVE9, INC. FIVE9, INC.401(K) PLAN | SAN RAMON CA | 1,501 | $179.7M | $2.1M |
| 3 | LUMERIS HEALTHCARE OUTCOMES LUMERIS 401(K) PLAN |
| 909 |
| $165.6M |
| $1.2M |
| 4 | SUNSWEET GROWERS INC. SUNSWEET GROWERS INC, 401(K) PLAN | YUBA CITY CA | 316 | $74.7M | $747K |
| 5 | WASHINGTON AND LEE UNIVERSITY WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN | LEXINGTON VA | 1,044 | $436.9M | $580K |
| 6 | ISPOT.TV, INC. ISPOT.TV, INC. 401(K) PLAN | BELLEVUE WA | 406 | $45.2M | $495K |
| 7 | HERITAGE COMPANIES, LLC HERITAGE 401(K) PLAN | DOWNEY CA | 772 | $34.2M | $327K |
| 8 | BUCCANEERS TEAM LLC TAMPA BAY BUCCANEERS 401(K) SAVINGS PLAN | TAMPA FL | 327 | $40.9M | $132K |
| 9 | WILDWOOD PROGRAMS WILDWOOD PROGRAMS, INC. TAX DEFERRED ANNUITY PROGRAM | LATHAM NY | 1,195 | $44.9M | $58K |
| 10 | COURIER NETWORK, INC. COURIER NETWORK, INC. 401(K) PLAN | NEW YORK NY | 115 | $7.6M | $56K |
