Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Advisor Investment Grade Bond in their Schedule of Assets, totaling $1.1M 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 | SOUTH CAROLINA LEGAL SERVICES SOUTH CAROLINA LEGAL SERVICES 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 119 | $17.5M | $899K |
| 2 | STAUBLI CORPORATION STAUBLI CORPORATION 401(K) PLAN | DUNCAN SC | 200 | $28.4M | $221K |
