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 Mutual fund in their Schedule of Assets, totaling $3.3M 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 | ELIASSEN GROUP, LLC. ELIASSEN GROUP, LLC 401(K) PLAN | READING MA | 2,790 | $137.0M | $1.5M |
| 2 | SHOP RITE, INC. SHOP RITE, INC. PROFIT SHARING 401(K) PLAN | CROWLEY LA | 552 | $11.3M | $680K |
| 3 | MIDWEST ANESTHESIA ASSOCIATES, P.A. MIDWEST ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN |
OVERLAND PARK KS |
| 67 |
| $66.1M |
| $499K |
| 4 | GOLDSTEIN ENTERPRISES, INC. GOLDSTEIN AUTO GROUP 401(K) PLAN | ALBANY NY | 209 | $13.8M | $325K |
| 5 | BFG SUPPLY CO., LLC BURTON FLOWER & GARDEN, INC. 401(K) PROFIT SHARING PLAN | BURTON OH | 659 | $41.0M | $267K |
