Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor® Total Bond Z in their Schedule of Assets, totaling $7.3M 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 | ASTRANA HEALTH MANAGEMENT, INC. ASTRANA HEALTH MANAGMENT, INC. CASH OR DEFERRED PROFIT SHARING PLAN | ALHAMBRA CA | 1,222 | $29.7M | $1.6M |
| 2 | J M SMITH CORPORATION J M SMITH CORPORATION PROFIT SHARING AND 401(K) PLAN | SPARTANBURG SC | 380 | $101.9M | $1.1M |
| 3 | IMA NORTH AMERICA, INC. |
LEOMINSTER MA |
| 148 |
| $29.7M |
| $1.0M |
| 4 | HOWARD TERNES PACKAGING COMPANY HOWARD TERNES PACKAGING COMPANY PROFIT SHARING 401(K) PLAN | LIVONIA MI | 116 | $18.5M | $996K |
| 5 | ALIMAK GROUP USA INC. ALIMAK GROUP USA, INC. 401(K) PROFIT SHARING PLAN | WEBSTER TX | 133 | $20.5M | $746K |
| 6 | AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES 401(K) PLAN | WASHINGTON DC | 75 | $33.9M | $611K |
| 7 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $408K |
| 8 | CHILD CARE RESOURCE CENTER CHILD CARE RESOURCE CENTER 403B RETIREMENT SAVINGS PLAN | CHATSWORTH CA | 1,280 | $47.4M | $244K |
| 9 | CRM MANAGEMENT, LLC CRM MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | HOLLYWOOD FL | 157 | $10.0M | $215K |
| 10 | NATURAL GAS SERVICES GROUP, INC. NATURAL GAS SERVICES GROUP, INC. 401(K) PLAN | MIDLAND TX | 238 | $15.2M | $174K |
