Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity** Fidelity Advisor® Strategic Income I in their Schedule of Assets, totaling $17.5M 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 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $15.8M |
| 2 | PLASTECH CORPORATION FRANDSEN GROUP TAX DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST | ARDEN HILLS MN | 481 | $30.2M | $509K |
| 3 | DOALL COMPANY |
VERNON HILLS IL |
| 422 |
| $36.8M |
| $453K |
| 4 | NATIONAL UNDERGROUND GROUP, INC. NATIONAL UNDERGROUND GROUP 401(K) SAVINGS PLAN | MISSION VIEJO CA | 675 | $35.7M | $428K |
| 5 | PKWARE, INC. PKWARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MILWAUKEE WI | 89 | $14.0M | $224K |
| 6 | CCC GROUP, INC. CCC GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 738 | $29.7M | $48K |
| 7 | DAVACO, L.P. DAVACO 401(K) PLAN | IRVING TX | 253 | $8.7M | $23K |
