Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management & Research Fidelity Adv Total Bond Z Fd in their Schedule of Assets, totaling $4.7M 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 | MAGNA HOSPITALITY GROUP, L.C. MY NEST EGG 401(K) PLAN | WARWICK RI | 2,870 | $23.7M | $4.1M |
| 2 | ST. DAVID'S CENTER DBA ST. DAVID'S CENTER CHILD & FAMILY DEVELOPMENT ST. DAVID'S CENTER 403(B) PLAN | MINNETONKA MN | 556 | $14.3M | $364K |
| 3 | POLICY SERVICES COMPANY LLC |
CORAL SPRINGS FL |
| 330 |
| $5.8M |
| $282K |
