Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Advisor Strategic Income Z Fidelity 0 in their Schedule of Assets, totaling $5.6M 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 | HERITAGE VALLEY HEALTH SYSTEM HERITAGE VALLEY HEALTH SYSTEM 401(K) PLAN | MOON TOWNSHIP PA | 1,368 | $141.8M | $3.2M |
| 2 | PLANNING DESIGN RESEARCH CORPORATION PDR 401(K) PLAN | HOUSTON TX | 42 | $13.8M | $815K |
| 3 | VILLAGE RETIREMENT COMMUNITIES, LLC VILLAGE RETIREMENT COMMUNITIES 401(K) PLAN |
GREENVILLE RI |
| 214 |
| $6.3M |
| $711K |
| 4 | SALTER HEALTH MANAGEMENT LLC SALTER HEALTHCARE, INC. 401K SAVINGS PLAN | WINCHESTER MA | 532 | $10.6M | $382K |
| 5 | BERRY ENTERPRISES, INC. BERRY ENTERPRISES, INC. 401(K) PLAN AND TRUST | CHILHOWIE VA | 195 | $12.1M | $260K |
| 6 | DTIQ TECHNOLOGIES, INC. DTIQ 401(K) PLAN | FRAMINGHAM MA | 172 | $7.6M | $160K |
| 7 | LUMINATOR TECHNOLOGY GROUP, INC. LUMINATOR TECHNOLOGY GROUP 401(K) PLAN | PLANO TX | 348 | $30.7M | $81K |
| 8 | GANDRUD AUTO GROUP GANDRUD AUTO GROUP 401(K) PLAN | GREEN BAY WI | 247 | $21.0M | $22K |
| 9 | POOLER ENTERPRISES, INC. POOLER ENTERPRISES, INC. RETIREMENT PLAN | FISHERS NY | 84 | $15.6M | $15K |
