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 Mutual Fund in their Schedule of Assets, totaling $499K 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 | DELTA ELECTRONICS (USA) INC. DELTA ELECTRONICS (USA) INC. 401(K) PLAN | PLANO TX | 209 | $24.7M | $262K |
| 2 | INTERNATIONAL SOS ASSISTANCE, INC INTERNATIONAL SOS AND THE INTERNATIONAL SOS GROUP OF COMPANIES 401(K) PLAN | TREVOSE PA | 1,012 | $93.8M | $118K |
| 3 | INTERNATIONAL SOS NORTH AMERICA MEDICAL SERVICES HOLDINGS, INC. |
HOUSTON TX |
| 620 |
| $25.6M |
| $67K |
| 4 | MEDAIRE, INC. MEDAIRE 401(K) PLAN | PHOENIX AZ | 196 | $15.9M | $52K |