Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Advisor Capital & Income Fund Mutual Fund in their Schedule of Assets, totaling $2.0M 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 | W.L. BUTLER CONSTRUCTION, INC. W. L. BUTLER CONSTRUCTION, INC. 401(K) PLAN | REDWOOD CITY CA | 202 | $46.7M | $881K |
| 2 | SYSERCO, INC. SYSERCO, INC. SALARY DEFERRAL PLAN | FREMONT TX | 205 | $27.4M | $672K |
| 3 | MICHELMAN & ROBINSON, LLP MICHELMAN & ROBINSON, LLP 401(K) PLAN |
LOS ANGELES CA |
| 126 |
| $24.3M |
| $257K |
| 4 | ABLE MAINTENANCE, INC. SSS/SME/AMI 401(K) SAVINGS PLAN | SAN JOSE CA | 247 | $19.9M | $208K |
| 5 | POMPERAUG WOODS, INC. POMPERAUG WOODS, INC. INTERNAL REVENUE CODE SECTION 403(B) TAX DEFERRED ANNUITY PLAN | SOUTHBURY CT | 172 | $3.2M | $24K |
| 6 | BLAUCH BROTHERS, INC. BLAUCH BROTHERS, INC. 401(K) PROFIT SHARING PLAN | HARRISONBURG VA | 137 | $11.5M | $3K |
