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Strategic Income OPP Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 452 retirement plans report an interest in this investment, totaling $33.2M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
452
Reported interest (EOY)
$33.2M
Data source
DOL Form 5500 · Schedule D
Plans holding Strategic Income OPP Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WEST WICHITA FAMILY PHYSICIANS, P.A. WEST WICHITA FAMILY PHYSICIANS, P.A. PROFIT SHARING PLAN AND 401(K) | WICHITA KS | 193 | $75.0M | $2.0M |
| 2 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 24,235 | $415.2M | $1.8M |
| 3 | WSB & ASSOCIATES, INC. WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST | MINNEAPOLIS MN | 1,329 | $123.9M | $1.4M |
| 4 | ANDERTON GROUP II, LTD. ANDERTON GROUP II, LTD. 401(K) PLAN | WACO TX | 156 | $3.3M | $901K |
| 5 | L&M DEVELOPMENT PARTNERS LLC L&M DEVELOPMENT PARTNERS LLC 401K RETIREMENT SAVINGS PLAN | LARCHMONT NY | 535 | $90.0M | $845K |
| 6 | K.C. NIELSEN LTD K.C. NIELSEN LTD 401K PROFIT SHARING PLAN | HUMBOLDT IA | 224 | $34.0M | $664K |
| 7 | PERLO CONSTRUCTION GROUP, LLC PERLO CONSTRUCTION GROUP RETIREMENT PLAN | TUALATIN OR | 110 | $36.0M | $626K |
| 8 | ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. 401(K) PLAN | PLANTATION FL | 107 | $27.7M | $584K |
| 9 | PEOPLES BANK PEOPLES BANK 401(K) PLAN | SIOUX CENTER IA | 156 | $26.7M | $531K |
| 10 | MAY TECHNOLOGY & MFG, INC. MAY TECHNOLOGY & MFG, INC. 401(K) PLAN | KANSAS CITY MO | 112 | $8.4M | $487K |
See all 452 plans holding Strategic Income OPP Fund
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