Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity ADV Total Bond FD CL Z Mutual fund in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KIRBY NAGELHOUT CONSTRUCTION COMPANY KIRBY NAGELHOUT CONSTRUCTION COMPANY 401(K) PLAN | BEND OR | 176 | $10.1M | $745K |
| 2 | VICE MEDIA ACQUISITION, LLC VICE MEDIA ACQUISITION, LLC 401(K) PLAN | BROOKLYN NY | 109 | $55.0M | $358K |