Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Advisor Total Bond Fund Class A in their Schedule of Assets, totaling $5.5M 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 | JENCAP GROUP JENCAP GROUP 401(K) PLAN | NEW YORK NY | 1,128 | $110.9M | $2.2M |
| 2 | THE BRIDGESPAN GROUP THE BRIDGESPAN GROUP 401(K) PLAN | BOSTON MA | 369 | $88.8M | $1.4M |
| 3 | M. SHANKEN COMMUNICATIONS, INC. M. SHANKEN COMMUNICATIONS, INC & SUBSIDIARIES 401(K) PLAN |
NEW YORK NY |
| 117 |
| $33.4M |
| $1.2M |
| 4 | VETTER DEVELOPMENT SERVICES USA, INC. VETTER DEVELOPMENT SERVICES USA, INC. 401(K) PLAN | SKOKIE IL | 130 | $31.1M | $253K |
| 5 | BOARD OF TRUSTEES OF PLUMBERS LOCAL 55 DEFINED CONTRIBUTION RETIREMENT PLUMBERS LOCAL 55 DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN HEIGHTS OH | 914 | $41.1M | $222K |
| 6 | SECURITY RISK ADVISORS INTL, LLC SECURITY RISK ADVISORS INTL, LLC 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 219 | $18.9M | $155K |
| 7 | CAMBRIDGE INSTITUTE OF CHINA BUSINESS RESEARCH, INC. CAMBRIDGE INSTITUTE OF CHINA BUSINESS RESEARCH, INC. 401(K) PLAN | WALTHAM MA | 69 | $4.4M | $12K |
| 8 | MAKE THE ROAD NEW YORK MAKE THE ROAD NEW YORK 401(K) PROFIT SHARING PLAN AND TRUST | BROOKLYN NY | 352 | $12.1M | $5K |
