Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fidelity Advisor Total Bond Fund Class Z " in their Schedule of Assets, totaling $23.0M 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 | HARVARD MANAGEMENT COMPANY INC. HARVARD MANAGEMENT COMPANY INC. PENSION PLAN | BOSTON MA | 102 | $58.2M | $3.5M |
| 2 | SUFFOLK CREDIT UNION SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN | MEDFORD NY | 43 | $11.8M | $3.4M |
| 3 | CONTINENTAL TIRE THE AMERICAS, LLC |
FORT MILL SC |
| 3,554 |
| $126.0M |
| $3.1M |
| 4 | DP WORLD CL HOLDING AMERICAS INC. SYNCREON EMPLOYEES 401(K) PLAN | AUBURN HILLS MI | 3,189 | $80.4M | $2.8M |
| 5 | HEALTH CONCEPTS, LTD HEALTH CONCEPTS, LTD 401(K) PLAN | PAWTUCKET RI | 459 | $43.4M | $2.5M |
| 6 | ENEL NORTH AMERICA, INC. ENEL NORTH AMERICA, INC. 401(K) PLAN | ANDOVER MA | 1,094 | $214.6M | $1.8M |
| 7 | PRIMA INDUSTRIE NORTH AMERICA, INC PRIMA INDUSTRIE NORTH AMERICA, INC. 401(K) PLAN | CHICOPEE MA | 195 | $34.7M | $1.6M |
| 8 | PROVEN BUSINESS SYSTEMS, LLC PROVEN BUSINESS SYSTEMS 401(K) PLAN | TINLEY PARK IL | 286 | $16.1M | $1.1M |
| 9 | RGC RESOURCES, INC. EMPLOYEES' PENSION PLAN OF RGC RESOURCES, INC. | ROANOKE VA | 52 | $29.1M | $1.0M |
| 10 | MIAMI INTERNATIONAL HOLDINGS, INC. MIAMI INTERNATIONAL HOLDINGS, INC. 401(K) PLAN | PRINCETON NJ | 390 | $57.4M | $829K |
