Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FIDELITY ADV STRAT INCOME CL 1 Registered Investment Company in their Schedule of Assets, totaling $634K 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 | COHEN SEQUOIA ENTERPRISES, LTD. COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN | CLEVELAND OH | 783 | $76.1M | $634K |
