Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Fidelity Fidelity Advisor Total Bond Z # in their Schedule of Assets, totaling $27.0M 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 | PINNACLE DERMATOLOGY MANAGEMENT LLC SKIN IN THE GAME 401(K) PLAN | BRENTWOOD TN | 1,963 | $87.8M | $5.5M |
| 2 | NORWOOD MEDICAL, LLC NORWOOD MEDICAL EMPLOYEE SAVINGS PLAN AND TRUST | DAYTON OH | 1,154 | $70.4M | $5.3M |
| 3 | APRIO HOLDINGS LLC APRIO EMPLOYEES RETIREMENT PLAN |
ATLANTA GA |
| 1,652 |
| $218.1M |
| $3.7M |
| 4 | BABCOCK POWER INC. BABCOCK POWER SAVINGS PLAN | DANVERS MA | 1,371 | $224.7M | $3.5M |
| 5 | AMERICAN PETROLEUM INSTITUTE AMERICAN PETROLEUM INSTITUTE 401(K) DEFINED CONTRIBUTION PLAN | WASHINGTON DC | 307 | $138.5M | $2.7M |
| 6 | RESTON ASSOCIATION RESTON ASSOCIATION RETIREMENT SAVINGS PLAN | RESTON VA | 94 | $14.5M | $1.2M |
| 7 | PARTSSOURCE, INC. PARTSSOURCE 401(K) PLAN | HUDSON OH | 521 | $39.0M | $828K |
| 8 | SPECTRA CREDIT UNION SPECTRA CREDIT UNION 401(K) SAVINGS PLAN | ALEXANDRIA VA | 79 | $15.8M | $488K |
| 9 | TRIVIDIA HEALTH, INC. TRIVIDIA HEALTH, INC. EMPLOYEE FLEXIBLE COMPENSATION PLAN | FT. LAUDERDALE FL | 403 | $59.4M | $430K |
| 10 | CSC GENERATION HOLDINGS, LLC CSC GENERATION HOLDINGS, LLC 401(K) PLAN | MERRILLVILLE IN | 1,537 | $49.5M | $377K |
