Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Advisor Total Bond Z Pooled separate account in their Schedule of Assets, totaling $2.1M 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 | GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. EMPLOYEE RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 4,935 | $31.1M | $677K |
| 2 | GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. DISCRETIONARY CONTRIBUTION THRIFT PLAN | INDIANAPOLIS IN | 2,855 | $24.1M | $595K |
| 3 |
NEW BRITAIN CT |
| 1,645 |
| $27.6M |
| $309K |
| 4 | TAURUS HOLDINGS, INC. TAURUS HOLDINGS, INC. 401(K) PLAN | BAINBRIDGE GA | 171 | $8.3M | $228K |
| 5 | AESOP INTERMEDIATE, LLC AESOP INTERMEDIATE, LLC 401(K) PLAN | KANSAS CITY MO | 640 | $6.7M | $155K |
| 6 | PATTEN GP, LLC PATTEN TITLE COMPANIES RETIREMENT PLAN | HOUSTON TX | 117 | $5.8M | $49K |
| 7 | SARASOTA 500, LLC SARASOTA 500, LLC DBA SARASOTA FORD 401K PLAN | SARASOTA FL | 187 | $5.7M | $31K |
| 8 | DAVIDSON DAY SCHOOL DAVIDSON DAY SCHOOL RETIREMENT PLAN | DAVIDSON NC | 148 | $6.6M | $24K |
| 9 | CIL, INC. CIL, INC. 401(K) PROFIT SHARING PLAN | LAWRENCE MA | 137 | $4.8M | $20K |
