Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Regions Bank Fidelity government portfolio in their Schedule of Assets, totaling $1.8M 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 | DAVID VOLKERT & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF DAVID VOLKERT AND ASSOCIATES, INC. AND SUBSIDIARIES | MOBILE AL | 946 | $181.8M | $1.8M |
