Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Standard Insurance Company Fidelity Adv Total Bond I in their Schedule of Assets, totaling $19.0M 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 | SOUTHWEST AIRLINES FEDERAL CREDIT UNION SOUTHWEST AIRLINES FEDERAL CREDIT UNION PENSION PLAN | DALLAS TX | 94 | $33.6M | $5.1M |
| 2 | TINKER FEDERAL CREDIT UNION TINKER FEDERAL CREDIT UNION TARGET BENEFIT PLAN | TINKER AFB OK | 787 | $16.2M | $3.2M |
| 3 | EECU EECU 401(K) PLAN |
FORT WORTH TX |
| 344 |
| $48.3M |
| $2.9M |
| 4 | KNIGHT PIESOLD AND CO. KNIGHT PIESOLD AND CO. 401(K) RETIREMENT PLAN | DENVER CO | 95 | $17.0M | $2.7M |
| 5 | AUSTIN TELCO FCU RETIREMENT PLAN AUSTIN TELCO FEDERAL CREDIT UNION 401(K) PLAN | AUSTIN TX | 203 | $14.5M | $1.6M |
| 6 | TEXAS TRUST CREDIT UNION TEXAS TRUST CREDIT UNION EMPLOYEES' 401(K) PLAN | MANSFIELD TX | 311 | $18.5M | $1.5M |
| 7 | SOUTHWEST AIRLINES FEDERAL CREDIT UNION SOUTHWEST AIRLINES FEDERAL CREDIT UNION 401(K) PLAN | DALLAS TX | 111 | $10.7M | $832K |
| 8 | JACKSON COUNTY BANK JACKSON COUNTY BANK DEFERRED SAVINGS PLAN | SEYMOUR IN | 180 | $13.4M | $536K |
| 9 | FORESIGHT TECHNOLOGIES, INC. FORESIGHT TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | TEMPE AZ | 364 | $5.0M | $284K |
| 10 | FIVEPOINT CREDIT UNION FIVEPOINT CREDIT UNION THRIFT AND SAVINGS PLAN | NEDERLAND TX | 206 | $27.5M | $158K |
