Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FID ADV INVEST GRADE BOND Z in their Schedule of Assets, totaling $7.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARUBENI-ITOCHU STEEL AMERICA MISA CONSOLIDATED 401(K) PLAN | NEW YORK NY | 2,428 | $278.3M | $6.7M |
| 2 | ALI FORNEY CENTER ALI FORNEY CENTER 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 159 | $2.8M | $408K |
| 3 | SOUTH CAROLINA YOUTH ADVOCATE PR SOUTH CAROLINA YOUTH ADVOCATE PROGRAM 401(K) PLAN |
COLUMBIA SC |
| 141 |
| $13.6M |
| $220K |
| 4 | STOVA GROUP, LLC STOVA GROUP, LLC 401(K) PROFIT SHARING & TRUST | BLUFFDALE UT | 116 | $12.5M | $86K |
| 5 | COIN WRAP, INC. COIN WRAP, INC. 401(K) PLAN | MIDDLETOWN PA | 166 | $4.8M | $72K |
| 6 | AMS IMPACT GROUP, LLC AMS 401(K) PLAN | TEMPE AZ | 848 | $10.9M | $12K |
