Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Floating rate HI Inc Z in their Schedule of Assets, totaling $144K 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 | HUPP ELECTRIC MOTORS, INC. HUPP 401(K) PLAN | MARION IA | 257 | $25.0M | $84K |
| 2 | PERRIN ASPHALT COMPANY, INC. PERRIN ASPHALT COMPANY, INC. 401K PROFIT SHARING PLAN | AKRON OH | 119 | $18.8M | $60K |
