Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding FIAM FLOATING RATE HIGH INCOME COMM in their Schedule of Assets, totaling $17.8M 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 | SUBARU OF INDIANA AUTOMOTIVE, INC. SIA RETIREMENT PLAN | LAFAYETTE IN | 5,985 | $902.6M | $2.5M |
| 2 | AMRIZE NORTH AMERICA INC. HOLCIM US UNION 401(K) PLAN AND HOLCIM US RSP MASTER TRUST | DUNDEE MI | — | $1.3B | $2.3M |
| 3 | SPARTANNASH COMPANY SPARTANNASH COMPANY SAVINGS PLUS MASTER TRUST |
GRAND RAPIDS MI |
| — |
| $744.3M |
| $1.7M |
| 4 | COPYRIGHT CLEARANCE CENTER INC. COPYRIGHT CLEARANCE CENTER, INC. DEFINED BENEFIT PLAN | DANVERS MA | 70 | $56.6M | $1.1M |
| 5 | BD OF TRUSTEES FOR ELECTRICAL WKRS LOC NO. 26 INDIVIDUAL ACCOUNT FUND BOARD OF ELECTRICAL WORKERS LOCAL #26 I.A. INDIVIDUAL ACCOUNT PLAN | LANHAM MD | 12,273 | $1.3B | $930K |
| 6 | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. EMPLOYEE SAVINGS PLAN | BOSTON MA | 4,420 | $1.2B | $763K |
| 7 | ASSUREDPARTNERS, INC. ASSUREDPARTNERS 401(K) PLAN | ORLANDO FL | 9,755 | $1.1B | $756K |
| 8 | ISO NEW ENGLAND INC. ISO NEW ENGLAND INC. SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN | HOLYOKE MA | 678 | $321.3M | $658K |
| 9 | SCHAEFFLER GROUP USA INC. SCHAEFFLER GROUP USA SAVINGS RETIREMENT PLAN | FORT MILL SC | 5,149 | $800.1M | $585K |
| 10 | ABT GLOBAL INC ABT ASSOCIATES INC. PROFIT SHARING AND SAVINGS PLAN | CAMBRIDGE MA | 1,215 | $427.9M | $486K |
