Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisor Capital & Income Fund Class I in their Schedule of Assets, totaling $3.6M 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 | MOL (AMERICAS) LLC MOL RETIREMENT & SAVINGS PLAN | WOODBRIDGE NJ | 109 | $77.0M | $2.2M |
| 2 | FEI.COM, INC. FEI.COM, INC. 401(K) PLAN | COLUMBIA MD | 367 | $62.2M | $1.1M |
| 3 | SYNERGY IT SOLUTIONS OF NYS, INC. THE SYNERGY GLOBAL SOLUTIONS, INC. 401(K) PLAN |
CHEEKTOWAGA NY |
| 92 |
| $11.6M |
| $276K |
| 4 | DICK SMITH AUTOMOTIVE GROUP DICK SMITH AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 243 | $28.5M | $30K |