Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FA Strat Income Z Mutual Fund in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BEAZLEY USA SERVICES, INC. BEAZLEY USA SERVICES, INC. 401(K) PLAN | WEST HARTFORD CT | 990 | $160.9M | $2.2M |
| 2 | KAHALA BRANDS, INC. KAHALA BRANDS 401(K) PLAN | SCOTTSDALE AZ | 423 | $32.9M | $437K |
| 3 | BOGUSH INC. BOGUSH/WALLINGTON PLUMBING 401(K) RETIREMENT SAVINGS PLAN |
WALLINGTON NJ |
| 207 |
| $37.3M |
| $14K |
