Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity Advisor® Investment Gr Bd Z in their Schedule of Assets, totaling $2.4M 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 | STEWART CANDY COMPANY STEWART CANDY COMPANY 401(K) PLAN | BLACKSHEAR GA | 173 | $12.2M | $994K |
| 2 | CODEFIED INC. HOUSECALL PRO 401(K) PLAN | DENVER CO | 782 | $17.4M | $947K |
| 3 | FOXDALE VILLAGE CORPORATION FOXDALE VILLAGE 403(B) PLAN |
| 212 |
| $11.4M |
| $272K |
| 4 | CONFERENCE ON JEWISH MATERIAL CLAIMS AGAINST GERMANY, INC CLAIMS CONFERENCE 401(K) PLAN | NEW YORK NY | 165 | $15.4M | $131K |
| 5 | HOMEWISE, INC HOMEWISE 403(B) PENSION PLAN | SANTA FE NM | 100 | $10.0M | $45K |
