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 & Inc Z Fd in their Schedule of Assets, totaling $150K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EGLIN FEDERAL CREDIT UNION EGLIN FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | FT WALTON BEACH FL | 393 | $28.7M | $80K |
| 2 | CAIPA MSO LLC CAIPA MSO LLC 401(K) PLAN | NEW YORK NY | 141 | $11.2M | $70K |
