Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Strategic Income Fund in their Schedule of Assets, totaling $3.1M 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 | SPEC SERVICES, INC. SPEC SERVICES, INC. 401(K) PLAN | FOUNTAIN VALLEY CA | 196 | $104.1M | $1.5M |
| 2 | KOLL BREN SCHREIBER REALTY ADVISORS KOLL BREN SCHREIBER REALTY ADVISORS EMPLOYEES' 401(K) PLAN | NEWPORT BEACH CA | 83 | $37.6M | $507K |
| 3 | SAGE HOSPITALITY RESOURCES, LLC |
DENVER CO |
| 6,053 |
| $81.3M |
| $496K |
| 4 | PARFUMS DE COEUR, LTD. PARFUMS DE COEUR, LTD. PROFIT SHARING 401(K) PLAN | STAMFORD CT | 113 | $19.6M | $428K |
| 5 | CLARUS COMMERCE LLC DBA EBBO EBBO 401(K) PLAN | ROCKY HILL CT | 176 | $22.4M | $114K |
| 6 | CHARTER OAK HEALTH CENTER, INC. CHARTER OAK HEALTH CENTER, INC. 403(B) PROFIT SHARING PLAN | HARTFORD CT | 197 | $6.1M | $58K |
| 7 | ARMORWORKS ENTERPRISES, INC. ARMORWORKS RETIREMENT SAVINGS PLAN | CHANDLER AZ | 416 | $13.7M | $2K |
