Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Adv Total Bd Z in their Schedule of Assets, totaling $1.5M 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 | SEMA CONSTRUCTION, INC. SEMA CONSTRUCTION, INC. 401(K) RETIREMENT SAVINGS PLAN | CENTENNIAL CO | 794 | $35.8M | $498K |
| 2 | NAVA PBC NAVA 401(K) PLAN | WASHINGTON DC | 379 | $26.9M | $496K |
| 3 | JACKSONVILLE JAGUARS, LLC JACKSONVILLE JAGUARS 401(K) PLAN |
JACKSONVILLE FL |
| 404 |
| $46.8M |
| $447K |
| 4 | HIGH POINT TREATMENT CENTER, INC. HIGH POINT TREATMENT CENTER, INC. 403(B) PLAN | NEW BEDFORD MA | 1,281 | $11.8M | $10K |
