Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Capital & Income Fund Class Z Registered Investment Company in their Schedule of Assets, totaling $87K 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 | NEWBASIS, LLC NEWBASIS, LLC SAVINGS AND RETIREMENT PLAN AND TRUST 401(K) PLAN | RIVERSIDE CA | 146 | $3.0M | $63K |
| 2 | BEASLEY FOREST PRODUCTS, INC. BEASLEY FOREST PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | HAZLEHURST GA | 1,166 | $23.6M | $24K |
