Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity Fidelity Advisor Total Bond - in their Schedule of Assets, totaling $6.5M 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 | REEDSBURG AREA MEDICAL CENTER, INC. REEDSBURG AREA MEDICAL CENTER, INC. 401(K) PLAN | REEDSBURG WI | 615 | $89.1M | $2.0M |
| 2 | MID AMERICA PHYSICIAN SERVICES, LLC MID AMERICA PHYSICIAN SERVICES, LLC 401(K) PLAN | SHAWNEE MISSION KS | 192 | $36.4M | $917K |
| 3 | THOREK MEMORIAL HOSPITAL |
CHICAGO IL |
| 482 |
| $20.5M |
| $672K |
| 4 | CMA/FLODYNE/HYDRADYNE, INC. CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLAN | BROOKFIELD WI | 146 | $37.8M | $669K |
| 5 | JAYNES, REITMEIER, BOYD & THERRELL, P.C. JRBT 401(K) PLAN | WACO TX | 116 | $18.5M | $552K |
| 6 | RIVERENCE FARMS LLC WIC GROUP 401(K) PLAN | BUHL ID | 394 | $25.9M | $404K |
| 7 | MULLIGAN FUNDING, LLC MULLIGAN FUNDING 401(K) PLAN | SAN DIEGO CA | 146 | $9.1M | $250K |
| 8 | ORW USA, INC. ORW USA 401(K) PLAN | GARDENA CA | 484 | $4.5M | $182K |
| 9 | AAC INC. AAC INC. 401(K) PROFIT SHARING PLAN | VIENNA VA | 84 | $20.4M | $154K |
| 10 | ADROIT CONSTRUCTION CO. INC ADROIT CONSTRUCTION CO. INC PROFIT SHARING AND SAVINGS PLAN | ASHLAND OR | 113 | $14.3M | $153K |
