Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Advisor Total Bond Registered investment company in their Schedule of Assets, totaling $472K 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 | TRUSTEES OF I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST | MENDOTA HEIGHTS MN | 1,387 | $26.6M | $217K |
| 2 | LA JOLLA GROUP, INC. THE LA JOLLA GROUP 401(K) PLAN | IRVINE CA | 340 | $15.2M | $148K |
| 3 | LAURENCE SCHOOL LAURENCE SCHOOL 401(K) PROFIT SHARING PLAN |
VALLEY GLEN CA |
| 88 |
| $12.0M |
| $61K |
| 4 | WESTECH SYSTEMS, LLC WESTECH SYSTEMS, LLC RETIREMENT PLAN | CLOVIS CA | 203 | $12.7M | $24K |
| 5 | KYLE MATHISON ORCHARDS, INC. KYLE MATHISON ORCHARDS, INC. 401(K) SAVINGS PLAN AND TRUST | WENATCHEE WA | 112 | $7.0M | $23K |
