Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding FIDELITY ADV STRAT INC A in their Schedule of Assets, totaling $871K 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 | LYNNES NISSAN CITY INC. LYNNES NISSAN CITY INC. 401(K) PROFIT SHARING PLAN | BLOOMFIELD NJ | 154 | $8.1M | $272K |
| 2 | CICON ENGINEERING INC CICON ENGINEERING INC 401K PROFIT SHARING PLAN | VAN NUYS CA | 259 | $15.7M | $233K |
| 3 | KATAYAMA AMERICAN COMPANY, INC. |
SHELBYVILLE KY |
| 314 |
| $12.1M |
| $131K |
| 4 | LOGOPLASTE USA SYRACUSE, LLC LOGOPLASTE USA SYRACUSE LLC 401(K) PLAN | PLAINFIELD IL | 595 | $18.1M | $122K |
| 5 | FULCRUM DIGITAL, INC. FULCRUM DIGITAL, INC. 401K PLAN | NEW YORK NY | 68 | $3.5M | $50K |
| 6 | FRESHLINE PRODUCE, LLC FRESHLINE & WUHL 401(K) PLAN | MAHWAH NJ | 189 | $2.5M | $47K |
| 7 | CLA USA, INC CLA USA, INC 401(K) PROFIT SHARING PLAN & TRUST | FRISCO TX | 58 | $3.3M | $9K |
| 8 | NICHE POLYMER LLC THE RETIREMENT BENEFITS PLAN | COLUMBIA MD | 164 | $3.3M | $8K |
