Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Adv Total Bond Z in their Schedule of Assets, totaling $36.4M 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 | RAMBOLL LIMITED RAMBOLL US RETIREMENT & SAVINGS PLAN | SYRACUSE NY | 2,039 | $659.1M | $29.1M |
| 2 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN | NASHVILLE TN | 4,133 | $120.6M | $2.5M |
| 3 | VANDERLANDE INDUSTRIES, INC. VANDERLANDE INDUSTRIES, INC. 401(K) PLAN |
MARIETTA GA |
| 1,176 |
| $89.2M |
| $1.8M |
| 4 | CAMCRAFT, INC. CAMCRAFT INC., 401K PLAN AND TRUST | HANOVER PARK IL | 345 | $67.8M | $1.7M |
| 5 | ERMCO, INC. ERMCO, INC. 401(K) SAVINGS PLAN | INDIANAPOLIS IN | 133 | $19.8M | $962K |
| 6 | ELY-BLOOMENSON COMMUNITY HOSPITAL ELY-BLOOMENSON COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | ELY MN | 134 | $12.6M | $293K |
| 7 | THE L.S. STARRETT COMPANY THE L.S. STARRETT COMPANY 401(K) SAVINGS PLAN | ATHOL MA | 526 | $29.0M | $106K |
| 8 | PURSUE HEALTH LLC PURSUE HEALTH LLC RETIREMENT SAVINGS PLAN | IRVINE CA | 2,393 | $17.4M | $49K |
