Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Registered Investment Companies * Fidelity U.S. Bond Index Fund Registered investment company in their Schedule of Assets, totaling $768K 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 | REC ROOM INC. REC ROOM INC. 401(K) PLAN | SEATTLE WA | 285 | $25.4M | $605K |
| 2 | UNICAL AVIATION, INC. UNICAL AVIATION, INC. PROFIT SHARING AND 401(K) PLAN | GLENDALE AZ | 286 | $22.6M | $154K |
| 3 | INDEPENDENT PHYSICIAN ASSOCIATES DBA ALL CARE ALL CARE 401(K) PLAN |
MODESTO CA |
| 316 |
| $17.2M |
| $9K |
