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 I Mutual fund in their Schedule of Assets, totaling $4.2M 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 | JIM ELLIS ATLANTA, INC. JIM ELLIS ATLANTA, INC. 401(K) PLAN | ATLANTA GA | 1,353 | $62.4M | $2.6M |
| 2 | NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) TAX SHELTERED ANNUITY PLAN | OKLAHOMA CITY OK | 351 | $16.5M | $660K |
| 3 | THERAPEUTIC HEALTH SERVICES |
SEATTLE WA |
| 232 |
| $8.5M |
| $382K |
| 4 | HAWKTREE INTERNATIONAL, INC. HAWKTREE RETIREMENT PLAN | HONOLULU HI | 305 | $16.4M | $214K |
| 5 | COMRISE, INC. COMRISE, INC. 401(K) PLAN | WOODBRIDGE NJ | 72 | $7.0M | $200K |
| 6 | HOSPITALITY PARTNERS, LLC HOSPITALITY PARTNERS 401(K) PLAN | BETHESDA MD | 108 | $5.6M | $66K |
| 7 | UNITED PRAIRIE BANK UNITED PRAIRIE BANK 401(K) PROFIT SHARING PLAN | MANKATO MN | 124 | $15.3M | $45K |
| 8 | AMERICARE HEALTH & RETIREMENT, INC. AMERICARE HEALTH & RETIREMENT, INC. 401(K) PROFIT SHARING PLAN | SOLANA BEACH CA | 272 | $4.8M | $6K |
