Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Advisor® Total Bond Z Registered Investment Company in their Schedule of Assets, totaling $5.9M 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 | UNIVERSAL AUDIO INC. UNIVERSAL AUDIO INC. 401(K) PROFIT SHARING PLAN AND TRUST | SCOTTS VALLEY CA | 239 | $37.6M | $1.6M |
| 2 | OLYMPIA FEDERAL SAVINGS AND LOAN ASSOCIATION OLYMPIA FEDERAL SAVINGS & LOAN ASSOCIATION 401(K) PLAN AND TRUST | OLYMPIA WA | 113 | $21.8M | $1.5M |
| 3 | ALFASIGMA USA, INC. |
BEDMINSTER NJ |
| 179 |
| $28.2M |
| $1.1M |
| 4 | BEST PLUMBING SPECIALTIES, INC BEST PLUMBING SPECIALTIES PROFIT SHARING PLAN | MYERSVILLE MD | 100 | $16.8M | $473K |
| 5 | BADGER MUTUAL INSURANCE COMPANY BADGER MUTUAL INSURANCE COMPANY 401(K) PLAN | MILWAUKEE WI | 87 | $21.1M | $401K |
| 6 | JMAC CORPORATE SERVICES, LLC JMAC CORPORATE SERVICES, LLC PROFIT SHARING/401(K) PLAN | WENATCHEE WA | 223 | $7.2M | $268K |
| 7 | IDN GLOBAL, INC. IDN GLOBAL, INC. 401(K) PLAN | HURST TX | 263 | $25.7M | $190K |
| 8 | INTEGRATED DATA SERVICES, LLC INTEGRATED DATA SERVICES EMPLOYEES' 401(K) PLAN | HENDERSON NV | 283 | $39.2M | $148K |
| 9 | MOMOMILK, LLC MOMOMILK, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 111 | $3.0M | $84K |
| 10 | ALSCO-GEYER IRRIGATION, INC. ALSCO-GEYER IRRIGATION, INC. PROFIT SHARING 401(K) PLAN | ARBUCKLE CA | 130 | $10.1M | $63K |
