Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FIDELITY ADVISOR STRAT INC Z in their Schedule of Assets, totaling $5.0M 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 | CURTIS C. GUNN, INC. CURTIS C. GUNN, INC. 401(K) PLAN | SAN ANTONIO TX | 619 | $54.7M | $1.4M |
| 2 | SUTHERLAND GLOBAL SERVICES, INC. SUTHERLAND GLOBAL SERVICES, INC. 401(K) PLAN | PITTSFORD NY | 3,133 | $103.4M | $1.3M |
| 3 | STIBO SYSTEMS, INC. STIBO SYSTEMS, INC. 401(K) PLAN |
ATLANTA GA |
| 160 |
| $36.3M |
| $978K |
| 4 | ORION SYSTEMS INTEGRATORS LLC ORION SYSTEMS INTEGRATORS 401(K) PROFIT SHARING PLAN & TRUST | EDISON NJ | 599 | $42.8M | $388K |
| 5 | DATADIRECT NETWORKS, INC. DATADIRECT NETWORKS, INC. PROFIT SHARING 401(K) PLAN | CHATSWORTH CA | 485 | $66.0M | $324K |
| 6 | CORNELL SCOTT-HILL HEALTH CORP. CORNELL SCOTT-HILL HEALTH CORP. 401(K) RETIREMENT PLAN | NEW HAVEN CT | 658 | $32.5M | $302K |
| 7 | THE PACE GALLERY, LLC THE PACE GALLERY EMPLOYEE 401(K) PROFIT SHARING PLAN | NEW YORK NY | 234 | $19.1M | $257K |
| 8 | LANCESOFT, INC. LANCESOFT, INC. RETIREMENT PLAN | HERNDON VA | 1,840 | $14.5M | $83K |
| 9 | MECHANICAL SYSTEMS COMPANY, LLC MECHANICAL SYSTEMS COMPANY, LLC 401(K) PS PLAN | MEMPHIS TN | 107 | $6.5M | $39K |
| 10 | SUN HILL PROPERTIES, INC. SUN HILL PROPERTIES, INC. 401(K) PLAN | UNIVERSAL CITY CA | 448 | $16.9M | $3K |
