Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Adv Ttl Bnd Fd Z Registered Investment Company in their Schedule of Assets, totaling $13.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SPARC GROUP LLC THE SPARC GROUP LLC 401(K) INVESTMENT AND SAVINGS PLAN | LYNDHURST NJ | 11,662 | $341.8M | $5.4M |
| 2 | HICKMANS EGG RANCH, INC. HICKMANS EGG RANCH, INC. 401(K) | BUCKEYE AZ | 454 | $11.8M | $2.5M |
| 3 | VANTAGE MOBILITY, LLC VANTAGE MOBILITY, LLC 401(K) PROFIT SHARING PLAN |
PHOENIX AZ |
| 513 |
| $5.9M |
| $1.2M |
| 4 | VANTAGE MOBILITY INTERNATIONAL, LLC VANTAGE MOBILITY INTERNATIONAL, L. L. C. 401(K) AND PROFIT SHARING | PHOENIX AZ | 496 | $6.2M | $918K |
| 5 | FRACHT FWO INC. FRACHT FWO INC. 401K PLAN | HOUSTON TX | 259 | $23.1M | $729K |
| 6 | GLASFLOSS INDUSTRIES, INC. GLASFLOSS INDUSTRIES, INC. 401(K) RETIREMENT PLAN | DESOTO TX | 780 | $25.5M | $660K |
| 7 | FOOD FOR THE POOR, INC. FOOD FOR THE POOR 403B PLAN | COCONUT CREEK FL | 283 | $26.1M | $420K |
| 8 | PARK STREET MANAGEMENT, INC. PARK STREET MANAGEMENT, INC. 401(K) | LAWRENCEBURG TN | 1,281 | $17.6M | $392K |
| 9 | ESL POWER SYSTEMS, INC. ESL POWER SYSTEMS, INC. SAVINGS AND RETIRMENT PLAN | CORONA CA | 164 | $10.2M | $332K |
| 10 | COLONY DISPLAY, LLC COLONY DISPLAY, LLC 401(K) PLAN | BARTLETT IL | 203 | $6.6M | $199K |
