Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor High Income Advantage Z Fund in their Schedule of Assets, totaling $5.4M 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 | PROASSURANCE GROUP SAVINGS AND RETIREMENT PLAN PROASSURANCE GROUP SAVINGS AND RETIREMENT PLAN | — | 1,037 | $370.6M | $4.9M |
| 2 | MEGA INTERNATIONAL COMMERCIAL BANK CO., LTD. MEGA INTERNATIONAL COMMERCIAL BANK CO., LTD. 401(K) RETIREMENT PLAN | NEW YORK NY | 156 | $29.0M | $497K |
| 3 | DATAMARK INCORPORATED |
EL PASO TX |
| 453 |
| $3.7M |
| $20K |
