Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FA STRAT INCOME Z Value of Interest in Registered Inv Co in their Schedule of Assets, totaling $41K 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 | DATA MONITOR SYSTEMS, INC. DATA MONITOR SYSTEMS SAVINGS INCENTIVE PLAN | MIDWEST CITY OK | 174 | $6.2M | $41K |
