Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Fidelity Advisor Total Bond Fund - in their Schedule of Assets, totaling $9.6M 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 | DIAMOND CREDIT UNION DIAMOND CREDIT UNION 401(K) PLAN AND TRUST | POTTSTOWN PA | 204 | $39.7M | $2.7M |
| 2 | CFCU COMMUNITY CREDIT UNION CFCU COMMUNITY CREDIT UNION 401(K) PLAN | ITHACA NY | 220 | $34.6M | $1.6M |
| 3 | UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. |
BALTIMORE MD |
| 1,552 |
| $76.0M |
| $1.6M |
| 4 | SHOCK TRAUMA ASSOCIATES, P.A. SHOCK TRAUMA ASSOCIATES, P.A. TAX DEFERRED ANNUITY PLAN | BALTIMORE MD | 86 | $19.0M | $933K |
| 5 | STEAMBOAT IS, INC. STEAMBOAT IS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | KENNESAW GA | 317 | $26.3M | $720K |
| 6 | IHC LLC IHC, LLC 401(K) PLAN | DETROIT MI | 134 | $4.9M | $653K |
| 7 | SAFCO DENTAL SUPPLY LLC SAFCO DENTAL SUPPLY LLC 401(K) PLAN | BUFFALO GROVE IL | 88 | $17.6M | $377K |
| 8 | CENTRAL FLORIDA PULMONARY GROUP, P.A. 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA | ORLANDO FL | 101 | $19.8M | $275K |
| 9 | MARYLAND MEDICINE, P.A. UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN | BALTIMORE MD | 169 | $8.7M | $168K |
| 10 | SPARKSOFT CORPORATION SPARKSOFT CORPORATION 401(K) PLAN | CATONSVILLE MD | 328 | $16.7M | $166K |
