Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FA STRAT INCOME I in their Schedule of Assets, totaling $1.4M 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 | ORION ORION 401(K) RETIREMENT PLAN | HOUSTON TX | 1,684 | $82.8M | $1.3M |
| 2 | AMERICAN FARM BUREAU FEDERATION AMERICAN FARM BUREAU FEDERATION EMPLOYEES SAVINGS TRUST | WASHINGTON DC | 99 | $20.3M | $30K |
| 3 | INSULATIONS, L.L.C. INSULATIONS, INC. 401(K) PLAN |
HARAHAN LA |
| 1,051 |
| $9.1M |
| $3K |
| 4 | FOURTH WALL RESTAURANTS, LLC QUALITY BRANDED 401(K) | NEW YORK NY | 1,864 | $5.3M | $2K |
