Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Value Fund Fidelity Fidelity US Bond Index Instl Prem N/R in their Schedule of Assets, totaling $533K 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 | WARD MANUFACTURING, LLC WARD MANUFACTURING, LLC 401(K) PLAN | BLOSSBURG PA | 304 | $11.5M | $533K |
