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 I in their Schedule of Assets, totaling $2.5M 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 | YANKTON MEDICAL CLINIC P.C. YANKTON MEDICAL CLINIC P.C. PROFIT SHARING PLAN & TRUST | YANKTON SD | 322 | $107.2M | $1.6M |
| 2 | ADVANTIS CREDIT UNION ADVANTIS CREDIT UNION 401(K) PLAN | OREGON CITY OR | 297 | $30.9M | $596K |
| 3 | CONTINENTAL OFFICE FURNITURE CORP. CONTINENTAL OFFICE INTERESTS SAVINGS PLAN |
COLUMBUS OH |
| 97 |
| $23.6M |
| $222K |
| 4 | MCKIE FORD LINCOLN, INC & AFFILIATES MCKIE FORD LINCOLN, INC & AFFILIATES 401(K) PLAN | RAPID CITY SD | 172 | $11.0M | $41K |
| 5 | MONARCH ENTERPRISES, INC. MONARCH ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | KIRKLAND WA | 740 | $11.3M | $40K |
