Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity Advisor® Total Bond Fund Class Z Mutual Fund in their Schedule of Assets, totaling $16.7M 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 | CAYMUS VINEYARDS CAYMUS VINEYARDS 401(K) AND PROFIT SHARING PLAN | RUTHERFORD CA | 395 | $53.2M | $4.4M |
| 2 | STEVEN MADDEN LTD. STEVE MADDEN 401(K) | LONG ISLAND CITY NY | 2,389 | $125.0M | $2.2M |
| 3 | HARVARD INTEGRATIONS, LP HARVARD INTEGRATIONS 401(K) PLAN |
TEA SD |
| 288 |
| $10.6M |
| $1.9M |
| 4 | LIDESTRI FOODS, INC. LIDESTRI FOODS, INC. 401(K) PLAN | FAIRPORT NY | 874 | $66.0M | $1.6M |
| 5 | ASPIRE USA LLC VALSOFT 401(K) PLAN | CLEARWATER FL | 677 | $54.4M | $1.3M |
| 6 | MIDWAY FORD TRUCK CENTER, INC. MIDWAY FORD TRUCK CENTER, INC. 401(K) PLAN | KANSAS CITY MO | 196 | $27.3M | $1.1M |
| 7 | BREAN CAPITAL, LLC BREAN CAPITAL, LLC 401(K) PLAN | NEW YORK NY | 173 | $27.9M | $816K |
| 8 | THE MENNINGER CLINIC THE MENNINGER CLINIC 403(B) RETIREMENT SAVINGS PLAN | HOUSTON TX | 442 | $42.2M | $615K |
| 9 | DAVIS MANAGEMENT COMPANY, LLC THE DAVIS COMPANIES 401(K) PLAN | BOSTON MA | 108 | $29.4M | $587K |
| 10 | OUTERSTUFF, LLC OUTERSTUFF, LLC 401(K) PLAN | CLARK NJ | 214 | $34.1M | $440K |
