Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Advisor Strategic Income Fund Class Z Mutual fund 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALPHA & OMEGA SEMICONDUCTOR, INC. ALPHA & OMEGA SEMICONDUCTOR, INC. 401(K) PLAN | SUNNYVALE CA | 741 | $105.3M | $1.8M |
| 2 | TONNESON & COMPANY, PC TONNESON & COMPANY, PC. 401(K) PROFIT SHARING RETIREMENT PLAN | WAKEFIELD MA | 95 | $30.0M | $1.5M |
| 3 | API HEAT TRANSFER INC. |
BUFFALO NY |
| 371 |
| $52.0M |
| $981K |
| 4 | PATTERSON & DEWAR ENGINEERS, INC. PATTERSON & DEWAR ENGINEERS, INC. PROFIT SHARING PLAN & TRUST | NORCROSS GA | 281 | $94.5M | $410K |
| 5 | MERSINO DEWATERING, LLC MERSINO DEWATERING, LLC 401(K) PLAN | DAVISON MI | 510 | $16.6M | $17K |
