Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Advisor Investment Gr Bd Z in their Schedule of Assets, totaling $5.8M 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 | PALMETTO INFUSION SERVICES, LLC PALMETTO INFUSION SERVICES, LLC 401(K) PLAN | PAWLEY ISLAND SC | 518 | $18.0M | $2.4M |
| 2 | ONETOUCHPOINT HOLDINGS, LLC ONETOUCHPOINT RETIREMENT SAVINGS PLAN | HARTLAND WI | 432 | $26.2M | $1.3M |
| 3 | CAPSTONE INVESTMENT ADVISORS LLC |
NEW YORK NY |
| 191 |
| $28.9M |
| $666K |
| 4 | GILA HEALTH RESOURCES, LLC GILA HEALTH RESOURCES, LLC 401(K) PLAN | MORENCI AZ | 183 | $10.1M | $503K |
| 5 | ENDOTRONIX, INC. ENDOTRONIX, INC. 401(K) PLAN | NAPERVILLE IL | 146 | $9.1M | $368K |
| 6 | OHNWARD BANCSHARES, INC. OHNWARD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | MAQUOKETA IA | 250 | $39.7M | $290K |
| 7 | LECTROSONICS, INC. LECTROSONICS, INC. 401(K) PLAN | RIO RANCHO NM | 74 | $17.8M | $197K |
| 8 | PREMIER COMMUNITY SUPPORTS LLC PREMIER COMMUNITY SUPPORTS LLC 401(K) PROFIT SHARING PLAN & TRUST | GRANTS PASS OR | 1,621 | $2.4M | $40K |
| 9 | GADS HILL CENTER GADS HILL CENTER 403(B) PLAN | CHICAGO IL | 146 | $3.3M | $9K |
