Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Adv Total Bond Z Fd in their Schedule of Assets, totaling $26.7M 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 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $9.1M |
| 2 | FIRST COMMUNITY BANKSHARES, INC. FIRST COMMUNITY BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | BLUEFIELD VA | 596 | $80.7M | $7.3M |
| 3 | SUBARU DISTRIBUTORS CORP |
ORANGEBURG NY |
| 458 |
| $93.7M |
| $3.0M |
| 4 | NATIONAL COUNCIL FOR BEHAVIORAL HEALTH NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN | WASHINGTON DC | 283 | $32.7M | $2.9M |
| 5 | TORAY ADVANCED COMPOSITES USA TORAY ADVANCED COMPOSITES USA SAVINGS PLAN | MORGAN HILL CA | 469 | $58.2M | $1.3M |
| 6 | MT VERNON LADIES' ASSOCIATION MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN | MOUNT VERNON VA | 602 | $37.4M | $872K |
| 7 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $841K |
| 8 | GEO CONTROL SYSTEMS, INC. GCS 401(K) PLAN | HOUSTON TX | 384 | $39.2M | $567K |
| 9 | HAZEN PAPER COMPANY HAZEN PAPER COMPANY RETIREMENT PROGRAM | HOLYOKE MA | 39 | $12.0M | $242K |
| 10 | ARCATA ASSOCIATES, INC. ARCATA ASSOCIATES, INC. 401(K) PLAN | LAS VEGAS NV | 342 | $63.0M | $232K |