Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Investment Grade Bond Fund .. in their Schedule of Assets, totaling $357K 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 | CONCORDIA BANK & TRUST CONCORDIA BANK & TRUST COMPANY 401(K) PLAN | VIDALIA LA | 121 | $8.8M | $243K |
| 2 | GUARDIAN ELECTRIC MANUFACTURING COMPANY GUARDIAN ELECTRIC MANUFACTURING COMPANY EMPLOYEES SAVINGS AND RETIREMENT PLAN | WOODSTOCK IL | 168 | $8.2M | $92K |
| 3 | A. HAROLD & ASSOCIATES, LLC |
JACKSONVILLE FL |
| 87 |
| $8.7M |
| $22K |
