Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FA STRAT DIV INC I Mutual fund - in their Schedule of Assets, totaling $3.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DERRICK CORPORATION DERRICK CORPORATION PROFIT SHARING PLAN | BUFFALO NY | 617 | $95.6M | $2.8M |
| 2 | STIER SUPPLY COMPANY STIER SUPPLY COMPANY 401(K) PROFIT SHARING PLAN & TRUST | GASTON SC | 431 | $9.3M | $498K |
| 3 | LENNON, SMITH, SOULERET ENGINEERING, INC. |
CORAOPOLIS PA |
| 131 |
| $12.7M |
| $70K |