Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Advisor Strategic Income Z - in their Schedule of Assets, totaling $7.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUMMIT PARTNERS, LP SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN | BOSTON MA | 210 | $112.5M | $1.8M |
| 2 | CENTERVIEW PARTNERS LLC CENTERVIEW PARTNERS LLC 401(K) PLAN | NEW YORK NY | 450 | $72.9M | $1.5M |
| 3 | MONMOUTH CARDIOLOGY ASSOCIATES, LLC MONMOUTH CARDIOLOGY ASSOCIATES, LLC 401(K) PLAN |
EATONTOWN NJ |
| 139 |
| $54.5M |
| $1.5M |
| 4 | HINCKLEY, ALLEN & SNYDER LLP HINCKLEY, ALLEN & SNYDER LLP RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 365 | $177.6M | $637K |
| 5 | INDEPENDENT EMERGENCY PHYSICIANS, P.C. INDEPENDENT EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN | FARMINGTON HILLS MI | 264 | $112.9M | $611K |
| 6 | GLOBAL IMPACT GLOBAL IMPACT 401(K) PROFIT SHARING PLAN & TRUST | ALEXANDRIA VA | 234 | $15.8M | $479K |
| 7 | XTIVIA, INC. XTIVIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | EDISON NJ | 185 | $32.5M | $449K |
| 8 | WILLAMETTE VALLEY BANK WILLAMETTE VALLEY BANK 401(K) PROFIT SHARING PLAN | SALEM OR | 122 | $12.1M | $120K |
| 9 | STUDENT TRANSPORTATION OF AMERICA, INC. STUDENT TRANSPORTATION OF AMERICA, INC. 401K SAVINGS PLAN | WALL NJ | 12,565 | $48.1M | $69K |
| 10 | GATESAIR, INC. GATESAIR 401(K) PLAN | MASON OH | 155 | $31.7M | $67K |
