Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FID ADV STRAT DIV AND INC I in their Schedule of Assets, totaling $364K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALPHA CORPORATION ALPHA CORPORATION 401(K) RETIREMENT PLAN | DULLES VA | 117 | $16.3M | $339K |
| 2 | VSOLVIT LLC VSOLVIT LLC 401(K) PROFIT SHARING PLAN | VENTURA CA | 360 | $21.9M | $25K |
