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 Z Fd Mutual Fund in their Schedule of Assets, totaling $4.0M 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 | SOUTHWEST DEALER SERVICES, INC. SOUTHWEST DEALER SERVICES 401(K) PLAN | IRVINE CA | 382 | $22.9M | $3.3M |
| 2 | GARDEN STATE TILE DISTRIBUTORS, INC. GARDEN STATE TILE DISTRIBUTORS, INC. 401(K) SAVINGS PLAN | WALL TOWNSHIP NJ | 130 | $10.2M | $398K |
| 3 | READY FOODS, INC. |
DENVER CO |
| 200 |
| $18.0M |
| $185K |
| 4 | ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN | WICHITA KS | 111 | $27.0M | $63K |
