Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Advisor Total Bond Fund Z Mutual fund in their Schedule of Assets, totaling $5.4M 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 | ENTERPRISE BANK AND TRUST COMPANY ENTERPRISE BANK AND TRUST COMPANY 401(K) PLAN | LOWELL MA | 601 | $128.1M | $4.2M |
| 2 | COVATION INC. COVATION SAVINGS PLAN | NEWARK DE | 129 | $15.8M | $539K |
| 3 | THE NEW IEM, LLC IEM 401(K) PLAN | FREMONT |
| 1,623 |
| $43.4M |
| $488K |
| 4 | AIR-CONDITIONING INNOVATIVE SOLUTIONS AIR CONDITIONING INNOVATIVE SOLUTIONS 401(K) PLAN | MCKINNEY TX | 238 | $11.8M | $172K |
| 5 | HEATING & PLUMBING ENGINEERS, INC. HEATING & PLUMBING ENGINEERS, INC. 401(K) PLAN | COLORADO SPRINGS CO | 68 | $7.7M | $18K |
| 6 | LNPRODUCTION, INC. INPRODUCTION, INC. RETIREMENT SAVINGS PLAN | WARRENVILLE IL | 571 | $11.4M | $3K |
