Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding FIDELITY FIDELITY ADV TOTAL BOND Z MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $7.9M 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 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE EMPLOYEES PENSION PLAN | PHILLIPSBURG KS | 867 | $65.9M | $2.6M |
| 2 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE TAX DEFERRED ANNUITY PLAN | PHILLIPSBURG KS | 1,019 | $37.9M | $1.5M |
| 3 | GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. |
INDIANAPOLIS IN |
| 4,935 |
| $31.1M |
| $677K |
| 4 | PROJECT LEAD THE WAY INC. PROJECT LEAD THE WAY 403B PLAN | INDIANAPOLIS IN | 287 | $40.9M | $667K |
| 5 | GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. DISCRETIONARY CONTRIBUTION THRIFT PLAN | INDIANAPOLIS IN | 2,855 | $24.1M | $595K |
| 6 | GUARDIAN ANGELS HEALTH SERVICES INC. GUARDIAN ANGELS 403B RETIREMENT PLAN | ELK RIVER MN | 573 | $9.6M | $317K |
| 7 | LYNGBLOMSTEN CARE CENTER INC. LYNGBLOMSTEN CARE CENTER INC. TAX DEFERRED ANNUITY PLAN | SAINT PAUL MN | 563 | $16.2M | $303K |
| 8 | FAMILY CARE HEALTH CENTERS FAMILY CARE HEALTH CENTERS RETIREMENT PLAN | ST LOUIS MO | 181 | $17.6M | $263K |
| 9 | NATIONAL VAN LINES INC. NATIONAL VAN LINES INC. 401K PLAN | BROADVIEW IL | 169 | $16.1M | $253K |
| 10 | LYNGBLOMSTEN CARE CENTER INC. LYNGBLOMSTEN CARE CENTER INC. EMPLOYEES PENSION PLAN | SAINT PAUL MN | 363 | $13.2M | $205K |
