Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Adv Ttl Bnd Fd Z Mutual Fund in their Schedule of Assets, totaling $805K 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 | JERRYS FORD SALES, INC. JERRYS AUTOMOTIVE GROUP 401 K PROFIT SHARING PLAN | LEESBURG VA | 75 | $10.9M | $352K |
| 2 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP 401(K) PLAN | CONCORD CA | 205 | $29.4M | $243K |
| 3 | RETAIL TECH, INC. RETAIL TECH, INC. RETIREMENT SAVINGS PLAN |
CHANHASSEN MN |
| 250 |
| $30.8M |
| $123K |
| 4 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP PROFIT SHARING | CONCORD CA | 181 | $24.9M | $63K |
| 5 | MIDTEX OIL, LP MIDTEX OIL, LP 401(K) PROFIT SHARING PLAN | NEW BRAUNFELS TX | 498 | $6.2M | $23K |
