Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding FIDELITY ADVISOR STRAT INC I in their Schedule of Assets, totaling $4.7M 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 | DS HOPKINS HOLDINGS LLC DS HOPKINS HOLDINGS LLC DBA COUNCIL ADVISORS 401(K) PLAN | NEW YORK NY | 146 | $37.4M | $1.0M |
| 2 | ACE MART RESTAURANT SUPPLY CO. ACE MART RESTAURANT SUPPLY CO 401(K) PLAN | SAN ANTONIO TX | 264 | $21.9M | $832K |
| 3 | G. H. SMART & COMPANY, LLC |
CHICAGO IL |
| 130 |
| $29.7M |
| $472K |
| 4 | ROGUE VALLEY PHYSICIANS, P.C. ROGUE VALLEY PHYSICIANS, P.C. 401(K) PLAN | MEDFORD OR | 99 | $20.0M | $463K |
| 5 | FINANCIAL RESOURCES GROUP INVEST FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT | FORT MILL SC | 201 | $24.5M | $461K |
| 6 | KITEWORKS USA LLC KITEWORKS USA LLC 401(K) PLAN | SAN MATEO CA | 124 | $18.2M | $306K |
| 7 | CHILD, INC. CHILD, INC. 401(K) RETIREMENT PLAN | AUSTIN TX | 180 | $12.7M | $244K |
| 8 | ALPHA CORPORATION ALPHA CORPORATION 401(K) RETIREMENT PLAN | DULLES VA | 117 | $16.3M | $235K |
| 9 | THE HORTON FRUIT COMPANY INC. THE HORTON FRUIT COMPANY, INC. PROFIT SHARING PLAN | LOUISVILLE KY | 233 | $7.6M | $191K |
| 10 | PURPLE COMMUNICATIONS, INC. PURPLE COMMUNICATIONS, INC. 401(K) PLAN | AUSTIN TX | 1,177 | $34.3M | $170K |
