Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Advisor Total Bond Z 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CREED 2.0, LLC CREED 2.0 DBA CREED MONARCH 401(K) RETIREMENT SAVINGS PLAN | NEW BRITAIN CT | 212 | $19.0M | $2.2M |
| 2 | EMERSON COLLEGE EMERSON COLLEGE TAX DEFERRED ANNUITY PLAN | BOSTON MA | 638 | $242.4M | $713K |
| 3 | SUVETO BUYER, LLC SUVETO BUYER, LLC 401(K) PLAN |
CONSHOHOCKEN PA |
| 1,666 |
| $35.6M |
| $431K |
| 4 | STEELFAB, INC. STEELFAB, INC. PROFIT SHARING AND 401(K) PLAN | CHARLOTTE NC | 2,017 | $102.4M | $398K |
| 5 | ZENO MANAGEMENT, INC. ZENO MANAGEMENT, INC. 401(K) PLAN | SAN DIEGO CA | 106 | $25.0M | $270K |
| 6 | DVF STUDIO, LLC DVF STUDIO 401(K) PLAN | NEW YORK NY | 22 | $6.7M | $204K |
| 7 | ADDGENE, INC ADDGENE 403(B) SAVINGS AND RETIREMENT PLAN | WATERTOWN MA | 112 | $8.8M | $45K |
