Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Advisor Strategic Income Fund I Mutual fund in their Schedule of Assets, totaling $2.4M 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 | OEM CONTROLS, INC. OEM CONTROLS, INC. PROFIT SHARING PLAN | SHELTON CT | 196 | $32.5M | $1.3M |
| 2 | SCHEURER HOSPITAL SCHEURER HOSPITAL EMPLOYEES RETIREMENT PLAN | PIGEON MI | 560 | $68.6M | $970K |
| 3 | FIRST CITIZENS FEDERAL CREDIT UNION FIRST CITIZENS' FEDERAL CREDIT UNION 401(K) PLAN |
FAIRHAVEN MA |
| 138 |
| $12.4M |
| $97K |
| 4 | TAYLOR TEAM RELOCATION TAYLOR TEAM RELOCATION 401(K) PROFIT SHARING PLAN & TRUST | STOW OH | 168 | $3.7M | $28K |
| 5 | DEN-MAT HOLDINGS, LLC DEN-MAT HOLDINGS, LLC 401(K) PLAN | LOMPOC CA | 134 | $13.9M | $21K |
| 6 | RESONATE NETWORKS RESONATE NETWORKS 401(K) PLAN | RESTON VA | 156 | $18.5M | $20K |
| 7 | WEST PAK AVOCADO, INC. WEST PAK AVOCADO, INC. PROFIT SHARING PLAN | MURRIETA CA | 151 | $13.2M | $8K |
| 8 | NVI, LLC NVI LLC 401(K) PROFIT SHARING PLAN & TRUST | GRAY LA | 419 | $21.2M | $4K |
