Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management & Research Fidelity Advisor High Income Advantage Z Fund in their Schedule of Assets, totaling $2.6M 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 | STAGWELL GLOBAL LLC STAGWELL GLOBAL 401(K) PLAN | WASHINGTON DC | 6,235 | $678.0M | $2.2M |
| 2 | STAGWELL MARKETING GROUP LLC STAGWELL MARKETING GROUP 401K PLAN | WASHINGTON DC | 1,696 | $503.4M | $345K |
