Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding FA Strat Income I Mutual Fund in their Schedule of Assets, totaling $4.8M 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 | LEDCOR CONTRACTORS GROUP, INC. LEDCOR CONTRACTORS GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 975 | $63.9M | $1.6M |
| 2 | FORM TECHNOLOGIES, INC. FORM TECHNOLOGIES 401(K) PLAN | CHARLOTTE NC | 1,250 | $159.0M | $1.3M |
| 3 | CONN-SELMER, INC. CONN-SELMER 401(K) & PROFIT SHARING PLAN |
ELKHART IN |
| 590 |
| $43.3M |
| $695K |
| 4 | ENDWELL FAMILY PHYSICIANS, L.L.P. ENDWELL FAMILY PHYSICIANS, L.L.P. PROFIT SHARING 401(K) PLAN | ENDWELL NY | 119 | $29.7M | $650K |
| 5 | ROCK PAPER SCISSORS, LLC ROCK PAPER SCISSORS, LLC 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 203 | $17.8M | $417K |
| 6 | INTRATEK COMPUTER, INC. INTRATEK COMPUTER, INC 401(K) PROFIT SHARING PLAN | IRVINE CA | 108 | $6.4M | $166K |
| 7 | LENNON, SMITH, SOULERET ENGINEERING, INC. LENNON, SMITH, SOULERET ENGINEERING, INC. 401(K) PLAN | CORAOPOLIS PA | 131 | $12.7M | $28K |
| 8 | ALLIANCE CREDIT UNION ALLIANCE CREDIT UNION 401(K) PLAN | LUBBOCK TX | 198 | $12.2M | $2K |
