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 Z " in their Schedule of Assets, totaling $4.6M 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 | WILEY & WILSON, INC. WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | LYNCHBURG VA | 186 | $94.4M | $1.3M |
| 2 | PENNY PUBLICATIONS, LLC PENNY PUBLICATIONS, LLC 401(K) PLAN | NORWALK CT | 129 | $20.7M | $1.2M |
| 3 | SIMONIZ USA, INC. SIMONIZ USA, INC. 401(K) PROFIT SHARING PLAN |
BOLTON CT |
| 289 |
| $38.4M |
| $783K |
| 4 | YOUNGWILLIAMS, P.C. YOUNGWILLIAMS P.C. 401(K) PROFIT SHARING PLAN | RIDGELAND MS | 996 | $19.8M | $599K |
| 5 | FOOD FOR THE POOR, INC. FOOD FOR THE POOR 403B PLAN | COCONUT CREEK FL | 283 | $26.1M | $420K |
| 6 | HEALTHPLANONE, LLC HEALTHPLANONE, LLC 401(K) PLAN | SHELTON CT | 2,071 | $23.0M | $103K |
| 7 | FCA, LLC FCA, LLC 401(K) SAVINGS PLAN | MOLINE IL | 726 | $21.3M | $80K |
| 8 | XPRESS GLOBAL SYSTEMS, LLC XGS, LLC 401(K) PLAN | TUNNEL HILL GA | 771 | $7.2M | $22K |
