Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Total Bond Fund Class Z Mutual funds 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AUDAX MANAGEMENT COMPANY, LLC AUDAX 401(K) SAVINGS PLAN | BOSTON MA | 447 | $80.4M | $786K |
| 2 | AUDAX MANAGEMENT COMPANY, LLC AUDAX 401(K) SAVINGS PLAN | BOSTON MA | 369 | $47.5M | $642K |
| 3 | UNITED STATES VETERANS INITIATIVE UNITED STATES VETERANS INITIATIVE RETIREMENT |
LOS ANGELES CA |
| 607 |
| $13.5M |
| $32K |
