Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 155 U.S. retirement plans report holding Fidelity Advisor® Total Bond Z in their Schedule of Assets, totaling $79.8M 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 | H. J. BAKER & BRO., LLC H. J. BAKER & BRO., LLC EMPLOYEES' RETIREMENT PLAN | THE WOODLANDS TX | 12 | $29.0M | $5.4M |
| 2 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MOON TOWNSHIP PA | 614 | $187.6M | $5.1M |
| 3 | SPEEDWAY MOTORSPORTS, LLC |
CHARLOTTE NC |
| 737 |
| $103.4M |
| $5.1M |
| 4 | EXTENSIS GROUP, LLC EXTENSIS GROUP RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 11,488 | $682.1M | $4.4M |
| 5 | ALAKA'INA FOUNDATION ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN | ORLANDO FL | 1,471 | $99.2M | $4.2M |
| 6 | GATESAIR, INC. GATESAIR 401(K) PLAN | MASON OH | 155 | $31.7M | $3.3M |
| 7 | CSSI, INC. CSSI, INC. EMPLOYEE 401(K) PLAN | WASHINGTON DC | 161 | $37.1M | $3.1M |
| 8 | UNIVERSAL AVIONICS SYSTEMS CORPORATION UNIVERSAL AVIONICS SYSTEMS CORPORATION 401(K) PROFIT SHARING PLAN | TUCSON AZ | 333 | $64.8M | $3.1M |
| 9 | STANFORD HOTELS CORPORATION EMPLOYEE 401(K) PLAN | SAN FRANCISCO CA | 1,360 | $58.3M | $3.0M |
| 10 | BETHPAGE FEDERAL CREDIT UNION BETHPAGE FEDERAL CREDIT UNION 401(K) THRIFT PLAN | BETHPAGE NY | 853 | $107.4M | $2.7M |
