Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Adv Total Bond Fund Z in their Schedule of Assets, totaling $1.3M 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 | PREDICATE LOGIC, INC. PREDICATE LOGIC, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 125 | $18.2M | $855K |
| 2 | REVALIZE SOFTWARE, INC. REVALIZE, INC. 401(K) PLAN | JACKSONVILLE FL | 244 | $20.5M | $226K |
| 3 | REVALIZE SOFTWARE, INC. REVALIZE, INC. 401(K) PLAN |
JACKSONVILLE FL |
| 216 |
| $25.9M |
| $196K |
