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 BOND M MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $229K 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 | UNIFIED GROUP SERVICES INC. UNIFIED GROUP SERVICES 401K RETIREMENT PLAN | ANDERSON IN | 180 | $7.7M | $127K |
| 2 | AFFILIATED SANTE GROUP SANTE GROUP COMPANIES 403B RETIREMENT PLAN | SILVER SPRING MD | 508 | $6.4M | $48K |
| 3 | PLANNED PARENTHOOD GREAT RIVERS PLANNED PARENTHOOD GREAT RIVERS TSA PLAN |
ST LOUIS MO |
| 157 |
| $4.5M |
| $47K |
| 4 | PLANNED PARENTHOOD GREAT RIVERS PLANNED PARENTHOOD GREAT RIVERS PENSION PLAN | ST LOUIS MO | 157 | $1.6M | $6K |
