Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Adv Total Bond I in their Schedule of Assets, totaling $27.4M 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 | AMERICAN ACADEMY OF PEDIATRICS AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES' RETIREMENT PLAN | ITASCA IL | 533 | $214.2M | $20.9M |
| 2 | KITSAP CREDIT UNION KITSAP CREDIT UNION 401(K) RETIREMENT | BREMERTON WA | 319 | $32.3M | $3.5M |
| 3 | HOUGEN MANUFACTURING INC HOUGEN MANUFACTURING INC 401K PLAN |
SWARTZ CREEK MI |
| 108 |
| $22.3M |
| $2.2M |
| 4 | NATIONAL MOLDING, LLC NATIONAL MOLDING, LLC 401(K) PLAN | MIAMI LAKES FL | 250 | $6.4M | $376K |
| 5 | PARAGON METALS LLC. PARAGON METALS LLC 401(K) PLAN | HILLSDALE MI | 178 | $6.5M | $306K |
| 6 | PHOTOTYPE ENGRAVING COMPANY, INC. PHOTOTYPE ENGRAVING COMPANY, INC. RETIREMENT SAVINGS PLAN | CINCINNATI OH | 394 | $68.8M | $109K |
