Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Advisor Total Bond Z Mutual Funds # in their Schedule of Assets, totaling $2.9M 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 | RYAN FIREPROTECTION, INC. R.F.I. 401(K) PLAN | NOBLESVILLE IN | 213 | $24.4M | $875K |
| 2 | WILSON TURNER KOSMO LLP WILSON TURNER KOSMO LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 118 | $30.4M | $616K |
| 3 | CACHE VALLEY BANK CACHE VALLEY BANK EMPLOYEE 401(K) PROFIT SHARING PLAN |
LOGAN UT |
| 325 |
| $22.4M |
| $496K |
| 4 | WOW LOGISTICS COMPANY WOW LOGISTICS COMPANY 401(K) PLAN | NEENAH WI | 416 | $21.5M | $372K |
| 5 | HOMETOWN PHARMACY, INC. HOMETOWN PHARMACY RETIREMENT SAVINGS PLAN | NEW ERA MI | 346 | $19.7M | $221K |
| 6 | COLUMBIA FOOD SERVICE COMPANY COLUMBIA FOOD SERVICE COMPANY, 401(K) PROFIT SHARING PLAN AND TRUST | TAMPA FL | 803 | $12.4M | $170K |
| 7 | NWBT, INC. NORTHWEST BANK & TRUST COMPANY 401(K) PLAN | DAVENPORT IA | 75 | $10.3M | $101K |
| 8 | NATIONWIDE HEALTHCARE SERVICES LLC NHE PENSION PLAN | BRICK NJ | 540 | $5.7M | $64K |
| 9 | IPSECURE, INC. IPS - MC 401(K) RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 91 | $6.6M | $17K |
| 10 | MCKENNA LABS, INC. MCKENNA LABS, INC. 401(K) PROFIT SHARING PLAN | FULLERTON CA | 224 | $6.6M | $3K |
