Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Strategic Income M in their Schedule of Assets, totaling $12.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DIGITAL FEDERAL CREDIT UNION DIGITAL FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | MARLBOROUGH MA | 1,737 | $221.3M | $12.3M |
| 2 | MCNC MCNC RETIREMENT PLAN | RESEARCH TRIANGLE PA NC | 129 | $27.6M | $75K |
| 3 | CARISK PARTNERS, INC. CARISK PARTNERS, INC. 401(K) PLAN |
MIAMI FL |
| 180 |
| $6.5M |
| $55K |
