Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Diversified Stock I in their Schedule of Assets, totaling $10.5M 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 | TRADITION AMERICA HOLDINGS, INC. TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 455 | $207.5M | $9.6M |
| 2 | STI HOLDING COMPANY, INC. DBA STI GROUP STI GROUP 401(K) PLAN | BRIDGE CITY TX | 1,710 | $14.3M | $855K |
