Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Advisor Capital & Income Z in their Schedule of Assets, totaling $2.2M 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 | THUMB BANK AND TRUST THUMB BANK AND TRUST PROFIT SHARING PLAN | PIGEON MI | 117 | $14.1M | $1.0M |
| 2 | LX HAUSYS AMERICA, INC. LX HAUSYS AMERICA, INC. SAVINGS PLAN | ALPHARETTA GA | 513 | $25.5M | $638K |
| 3 | LTS LTS 401(K) PROFIT SHARING PLAN |
HERNDON VA |
| 254 |
| $26.8M |
| $376K |
| 4 | XTIVIA, INC. XTIVIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | EDISON NJ | 185 | $32.5M | $128K |
| 5 | REVOLUTION LIGHTING TECHNOLOGIES, INC. REVOLUTION LIGHTING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | STAMFORD CT | 135 | $9.5M | $25K |
