Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding Fidelity Advisor Total Bond Pooled separate account @ in their Schedule of Assets, totaling $13.3M 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 | VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C. VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | VALDOSTA GA | 138 | $15.1M | $2.0M |
| 2 | SMITH AND HOWARD ADVISORY LLC SMITH AND HOWARD ADVISORY LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 276 | $42.7M | $1.3M |
| 3 | AGRU AMERICA, INC. |
GEORGETOWN SC |
| 289 |
| $14.3M |
| $987K |
| 4 | SMITH AND HOWARD PC SMITH AND HOWARD, P.C. SALARY DEFERRAL PLAN | ATLANTA GA | 151 | $30.2M | $888K |
| 5 | ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. 401(K) PLAN | PLANTATION FL | 107 | $27.7M | $764K |
| 6 | S. ROTHSCHILD & CO., INC. S. ROTHSCHILD & CO., INC. 401(K) SAVINGS PLAN | NEW YORK NY | 121 | $16.9M | $748K |
| 7 | PERLO CONSTRUCTION GROUP, LLC PERLO CONSTRUCTION GROUP RETIREMENT PLAN | TUALATIN OR | 110 | $36.0M | $747K |
| 8 | NOBLE HOUSE HOTELS & RESORTS, LTD. NOBLE HOUSE HOTELS & RESORTS, LTD. 401(K) PLAN | KIRKLAND WA | 2,539 | $57.9M | $525K |
| 9 | ARBAN, CAROSI & DIANA PRECAST, LLC ARBAN, CAROSI & DIANA PRECAST LLC PROFIT SHARING PLAN | WOODBRIDGE VA | 196 | $18.0M | $510K |
| 10 | DEKKER, LTD. DEKKER, LTD. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 200 | $20.0M | $504K |
