Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FIDELITY ADVISOR TOTAL BD FD Z MUTUAL FUNDS in their Schedule of Assets, totaling $2.3M 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 | SOUTHVIEW MEDICAL GROUP, P.C. SOUTHVIEW MEDICAL GROUP, P. C. 401(K) PLAN | BIRMINGHAM AL | 227 | $52.9M | $929K |
| 2 | CODONICS, INC. CODONICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MIDDLEBURG HEIGHTS OH | 124 | $23.7M | $651K |
| 3 | BOOKS-A-MILLION, INC. BOOKS-A-MILLION, INC. 401(K) PLAN |
BIRMINGHAM AL |
| 3,968 |
| $40.2M |
| $157K |
| 4 | CANCER PARTNERS OF NEBRASKA, P.C. CANCER PARTNERS OF NEBRASKA 401(K) PROFIT SHARING PLAN | LINCOLN NE | 187 | $32.8M | $149K |
| 5 | WILLIAMS INDUSTRIES, INC. WILLIAMS INDUSTRIES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN | MANASSAS VA | 133 | $10.5M | $149K |
| 6 | WILLIAMS STEEL ERECTION CO., INC. MONEY PURCHASE PLAN AS ADOPTED BY WILLIAMS STEEL ERECTION CO., INC. | MANASSAS VA | 67 | $3.7M | $149K |
| 7 | PARASOLE RESTAURANT HOLDINGS, INC. PARASOLE EMPLOYEE 401(K) PROFIT SHARING & SAVINGS PLAN | EDINA MN | 500 | $8.8M | $95K |
