Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Total Bond Fund Class Z in their Schedule of Assets, totaling $1.4M 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 | VILLA ESPERANZA SERVICES VILLA ESPERANZA 403(B) RETIREMENT SAVINGS PLAN | PASADENA CA | 329 | $7.6M | $487K |
| 2 | NEWPORT GROUP, INC. APRIO ADVANTAGE POOLED EMPLOYER PLAN | FOLSOM CA | 1,017 | $55.7M | $380K |
| 3 | VORNADO AIR, LLC VORNADO AIR, LLC 401(K) PROFIT SHARING PLAN |
ANDOVER KS |
| 151 |
| $15.7M |
| $329K |
| 4 | SUREFIRE, LLC SUREFIRE, LLC 401(K) PLAN | FOUNTAIN VALLEY CA | 375 | $23.7M | $136K |
| 5 | NETIMPACT STRATEGIES, INC. NETIMPACT STRATEGIES 401(K) PLAN | HERNDON VA | 315 | $23.9M | $47K |
| 6 | CP ENERGY ADMINISTRATION, LLC CP ENERGY ADMINISTRATION, LLC 401(K) PLAN | EDMOND OK | 160 | $6.6M | $39K |
