Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Fidelity Advisor Total Bond* in their Schedule of Assets, totaling $22.1M 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 | WESTWOOD PROFESSIONAL SERVICES, INC. WESTWOOD PROFESSIONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | PLANO TX | 1,590 | $200.9M | $3.9M |
| 2 | SUMMIT UTILITIES, INC. SUMMIT UTILITIES, INC. 401(K) PLAN | FORT SMITH AR | 1,341 | $100.1M | $2.6M |
| 3 | HARVARD MANAGEMENT COMPANY INC. |
BOSTON MA |
| 112 |
| $58.1M |
| $2.5M |
| 4 | FV SERVICES, INC FRIENDSHIP VILLAGE RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 994 | $22.3M | $2.4M |
| 5 | MULLER ENGINEERING COMPANY, INC. MULLER ENGINEERING COMPANY, INC. 401(K) PLAN | LAKEWOOD CO | 140 | $43.7M | $2.2M |
| 6 | EDELBROCK COMP PARENT INC. EDELBROCK GROUP 401(K) RETIREMENT PLAN | OLIVE BRANCH MS | 437 | $43.1M | $1.0M |
| 7 | THE THRASHER GROUP, INC. THE THRASHER GROUP, INC. 401(K) PROFIT SHARING PLAN | BRIDGEPORT WV | 329 | $27.4M | $983K |
| 8 | GUARANTEE TRUST LIFE INSURANCE COMPANY GUARANTEE TRUST LIFE INSURANCE COMPANY AND SELECT AFFILIATES 401(K) AND PROFIT SHARING PLAN | GLENVIEW IL | 296 | $57.0M | $888K |
| 9 | GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. 401(K) PLAN | NEW BRAUNFELS TX | 227 | $46.4M | $798K |
| 10 | CUMBERLAND VALLEY NATIONAL BANK CUMBERLAND VALLEY FINANCIAL CORPORATION SAVINGS & RETIREMENT PLAN | LONDON KY | 144 | $16.9M | $503K |
