Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Adv Total Bond Fund Z Mutual Fund in their Schedule of Assets, totaling $2.2M 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 | R3 STRATEGIC SUPPORT GROUP, INC. R3 STRATEGIC SUPPORT GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 198 | $14.0M | $1.4M |
| 2 | MASTER INTERNATIONAL CORPORATION S. T. A. R. 401K PLAN | PHOENIX AZ | 709 | $22.1M | $390K |
| 3 | ESL POWER SYSTEMS, INC. ESL POWER SYSTEMS, INC. SAVINGS AND RETIRMENT PLAN |
CORONA CA |
| 164 |
| $10.2M |
| $332K |
| 4 | BILLUPS, LLC BILLUPS 401(K) PLAN | NEW YORK NY | 132 | $11.1M | $17K |