Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FIDELITY ADVISOR TOTAL BD FD Z MUTUAL FUNDS in their Schedule of Assets, totaling $1.1M 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 | CODONICS, INC. CODONICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MIDDLEBURG HEIGHTS OH | 124 | $23.7M | $651K |
| 2 | BOOKS-A-MILLION, INC. BOOKS-A-MILLION, INC. 401(K) PLAN | BIRMINGHAM AL | 3,968 | $40.2M | $157K |
| 3 | CANCER PARTNERS OF NEBRASKA, P.C. CANCER PARTNERS OF NEBRASKA 401(K) PROFIT SHARING PLAN |
LINCOLN NE |
| 187 |
| $32.8M |
| $149K |
| 4 | PARASOLE RESTAURANT HOLDINGS, INC. PARASOLE EMPLOYEE 401(K) PROFIT SHARING & SAVINGS PLAN | EDINA MN | 500 | $8.8M | $95K |