Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor® Investment Grade Bond Fund - Class I Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | IQOR, INC. IQOR RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 2,725 | $48.5M | $1.4M |
| 2 | ALLEN & SHARIFF CORPORATION ALLEN & SHARIFF CORPORATION PROFIT SHARING PLAN | COLUMBIA MD | 86 | $13.5M | $36K |
