Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Investment Gr Bd Z in their Schedule of Assets, totaling $506K 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 | SHASTA COMMUNITY HEALTH CENTER SHASTA COMMUNITY HEALTH CENTER 403(B) PLAN | REDDING CA | 506 | $34.0M | $268K |
| 2 | BATH SAVER, INC. BATH SAVER, INC. 401(K) PLAN | LEWISBERRY PA | 552 | $15.0M | $238K |
