Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments** Advisor Total Bond in their Schedule of Assets, totaling $159K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLYMOUTH PLACE, INC. PLYMOUTH PLACE, INC. 403(B) PLAN | LA GRANGE PARK IL | 346 | $8.1M | $107K |
| 2 | 4G CLINICAL, LLC 4G CLINICAL, LLC 401(K) PLAN | WELLESLEY HILLS MA | 234 | $16.5M | $36K |
| 3 | SUNRISE COAL, LLC SUNRISE COAL, LLC 401(K) PROFIT SHARING PLAN |
TERRE HAUTE IN |
| 611 |
| $52.3M |
| $16K |