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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

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1WEST WICHITA FAMILY PHYSICIANS, P.A.
WEST WICHITA FAMILY PHYSICIANS, P.A. PROFIT SHARING PLAN AND 401(K)
WICHITA
KS
193$75.0M$2.0M
2ADAMS KEEGAN INC.
ADAMS KEEGAN RETIREMENT SAVINGS PLAN
MEMPHIS
TN
24,235$415.2M$1.8M
3WSB & ASSOCIATES, INC.
WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST
MINNEAPOLIS
MN
1,329$123.9M$1.4M
4ANDERTON GROUP II, LTD.
ANDERTON GROUP II, LTD. 401(K) PLAN
WACO
TX
156$3.3M$901K
5L&M DEVELOPMENT PARTNERS LLC
L&M DEVELOPMENT PARTNERS LLC 401K RETIREMENT SAVINGS PLAN
LARCHMONT
NY
535$90.0M$845K
6K.C. NIELSEN LTD
K.C. NIELSEN LTD 401K PROFIT SHARING PLAN
HUMBOLDT
IA
224$34.0M$664K
7PERLO CONSTRUCTION GROUP, LLC
PERLO CONSTRUCTION GROUP RETIREMENT PLAN
TUALATIN
OR
110$36.0M$626K
8ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A.
ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. 401(K) PLAN
PLANTATION
FL
107$27.7M$584K
9PEOPLES BANK
PEOPLES BANK 401(K) PLAN
SIOUX CENTER
IA
156$26.7M$531K
10MAY 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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