Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fidelity Advisor Total Bond I in their Schedule of Assets, totaling $23.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HAWAII EMPLOYERS' MUTUAL INSURANCE COMPANY AKA HEMIC HEMIC 401(K) RETIREMENT PLAN | HONOLULU HI | 118 | $22.1M | $3.0M |
| 2 | VELOCITY CREDIT UNION VELOCITY CREDIT UNION PENSION PLAN | AUSTIN TX | 80 | $52.6M | $2.6M |
| 3 | AVALIGN TECHNOLOGIES, INC. AVALIGN TECHNOLOGIES, INC. 401(K) PLAN |
ROSEMONT IL |
| 911 |
| $53.6M |
| $2.0M |
| 4 | CENTER FOR ENERGY AND ENVIRONMENT CENTER FOR ENERGY AND ENVIRONMENT 403(B) PLAN | MINNEAPOLIS MN | 248 | $16.1M | $2.0M |
| 5 | CHATEAU RESTAURANT OF WALTHAM, INC THE CHATEAU RESTAURANT GROUP 401(K) PLAN | WALTHAM MA | 360 | $13.9M | $1.8M |
| 6 | SAFE FLEET ACQUISITION CORP. SAFE FLEET ACQUISITION CORP 401(K) PLAN | BELTON MO | 1,335 | $67.4M | $1.7M |
| 7 | CENTER FOR ENERGY AND ENVIRONMENT CENTER FOR ENERGY AND ENVIRONMENT 401(A) PLAN | MINNEAPOLIS MN | 236 | $15.0M | $1.6M |
| 8 | LIFT COMMUNITY ACTION AGENCY, INC. LIFT 403B PLAN | HUGO OK | 245 | $11.3M | $1.2M |
| 9 | SENECA FAMILY OF AGENCIES SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN | OAKLAND CA | 1,554 | $58.7M | $1.1M |
| 10 | EXETER PROPERTY GROUP, LLC EQT EXETER PROPERTY GROUP, LLC 401(K) PLAN | RADNOR PA | 223 | $42.0M | $956K |
