Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Advisor Strategic Income I Mutual Fund in their Schedule of Assets, totaling $425K 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 | JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN | NEWTON MA | 208 | $8.1M | $127K |
| 2 | DEVANEY ENERGY, INC. DEVANEY ENERGY, INC. 401(K) RETIREMENT PLAN | NEWTON MA | 177 | $24.3M | $78K |
| 3 | SMITH-EMERY INTERNATIONAL, INC. |
LOS ANGELES CA |
| 159 |
| $13.5M |
| $77K |
| 4 | THE BLISS GROUP HOLDINGS, LLC THE BLISS GROUP HOLDINGS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 91 | $8.2M | $58K |
| 5 | SPRINGWELL, INC. SPRINGWELL RETIREMENT PLAN | WALTHAM MA | 261 | $14.7M | $54K |
| 6 | PITCH BLACK CREATIVE USA CORP. PITCH BLACK CREATIVE USA CORP. 401(K) RETIREMENT PLAN | BURBANK CA | 49 | $15.5M | $25K |
| 7 | MCCONNELL & ASSOCIATES, INC. MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NORTH KANSAS CITY MO | 137 | $18.8M | $5K |
