Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Fidelity Advisor Total Bond Fund Class Z in their Schedule of Assets, totaling $898K 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 | QUANTUM REAL ESTATE MGMT LLC QUANTUM REAL ESTATE MGMT LLC 401(K) PROFIT SHARING PLAN & TRUST | BETHESDA MD | 151 | $4.1M | $378K |
| 2 | ACCESS SCIENCES CORPORATION ACCESS SCIENCES CORPORATION 401(K) RETIREMENT PLAN | HOUSTON TX | 124 | $14.0M | $226K |
| 3 | HS GOVERNMENT PARTNERS, LLC |
RALEIGH NC |
| 121 |
| $7.4M |
| $115K |
| 4 | ODU-USA INC ODU-USA INC 401(K) PROFIT SHARING PLAN AND TRUST | CAMARILLO CA | 101 | $9.7M | $108K |
| 5 | MISSISSIPPI CHILDREN'S HOME SERVICES, INC. DBA CANOPY CHILDR CANOPY CHILDREN'S SOLUTIONS RETIREMENT PLAN | JACKSON MS | 592 | $14.1M | $57K |
| 6 | THE HUMANE SOCIETY OF THE PIKES PEAK REGION HSPPR 401(K) PLAN | COLORADO SPRINGS CO | 245 | $5.8M | $15K |
