Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Adv Str Inc Z Fund N/R in their Schedule of Assets, totaling $1.3M 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 | MILL-MAX MFG. CORP MILL-MAX MANUFACTURING CORPORATION PROFIT SHARING PLAN | OYSTER BAY NY | 178 | $73.6M | $1.3M |
