Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Management & Research FIDELITY ADVISOR TOTAL BD-Z #2733 in their Schedule of Assets, totaling $660K 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 | CITY VENTURES COMMUNITIES, LLC CITY VENTURES COMMUNITIES, LLC 401(K) PLAN | IRVINE CA | 125 | $18.0M | $660K |
