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 Z Mutual fund in their Schedule of Assets, totaling $3.0M 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 | COLONY BANKCORP, INC. COLONY BANKCORP, INC. 401(K) PLAN | ALBANY GA | 483 | $34.3M | $1.8M |
| 2 | BGR, INC. BGR, INC. 401(K) PROFIT SHARING PLAN | WEST CHESTER OH | 195 | $17.6M | $1.1M |
