Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Advisor® Strategic Income Fund Class I Mutual Fund in their Schedule of Assets, totaling $6.0M 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 | ITN HOLDINGS, LLC ITN NETWORKS SALARY DEFERRAL PLAN | NEW YORK NY | 161 | $66.3M | $2.1M |
| 2 | KLOSTERMAN BAKING COMPANY, INC. KLOSTERMAN BAKING COMPANY PROFIT SHARING PLAN | CINCINNATI OH | 969 | $21.1M | $807K |
| 3 | ALLIANCE INSPECTION MANAGEMENT, LLC ALLIANCE INSPECTION MANAGEMENT, LLC 401(K) PLAN |
LONG BEACH CA |
| 896 |
| $29.1M |
| $628K |
| 4 | JACO, INC. JACO EMPLOYEES 401K PLAN | FRANKLIN MA | 102 | $11.5M | $585K |
| 5 | NATIONAL RETAIL SYSTEMS, INC. NATIONAL RETAIL SYSTEMS, INC. 401(K) PLAN | NORTH BERGEN NJ | 736 | $40.5M | $420K |
| 6 | SILHOUETTE OPTICAL LTD. SILHOUETTE OPTICAL LTD SAVINGS AND INVESTMENT PLAN | GREEN ISLAND NY | 124 | $20.0M | $341K |
| 7 | BIRKENSTOCK USA, LP BIRKENSTOCK 401(K) PLAN | NOVATO CA | 343 | $29.7M | $330K |
| 8 | FIRST NATIONAL BANK OF SCOTIA FIRST NATIONAL BANK OF SCOTIA 401(K) PLAN | SCOTIA NY | 162 | $14.2M | $294K |
| 9 | ATARA BIOTHERAPEUTICS, INC. ATARA BIO 401(K) PLAN | THOUSAND OAKS CA | 153 | $48.9M | $250K |
| 10 | PATHWAYS IN EDUCATION, INC. OPTIONS EDUCATIONAL 403(B) RETIREMENT PLAN | PASADENA CA | 0 | $0 | $106K |
