Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fid Strategic Income Mutual fund - in their Schedule of Assets, totaling $21.6M 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 | OTSUKA AMERICA PHARMACEUTICAL INC. OTSUKA AMERICA 401(K) SAVINGS PLAN | PRINCETON NJ | 3,187 | $1.1B | $8.0M |
| 2 | UHY ADVISORS, INC. UHY SAVINGS PLAN | FARMINGTON HILLS MI | 1,655 | $285.1M | $5.1M |
| 3 | PSEMI CORPORATION PSEMI CORPORATION 401(K) PLAN |
SAN DIEGO CA |
| 539 |
| $121.1M |
| $2.9M |
| 4 | GLOBALLOGIC INC. GLOBALLOGIC INC. RETIREMENT TRUST | SANTA CLARA CA | 2,217 | $154.7M | $1.2M |
| 5 | AUCTION.COM, LLC AUCTION.COM 401(K) PLAN | IRVINE CA | 549 | $76.7M | $1.2M |
| 6 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 989 | $127.0M | $1.1M |
| 7 | TEXAS MEDICAL ASSOCIATION TEXAS MEDICAL ASSOCIATION EMPLOYEES 401(K) PROFIT SHARING PLAN | AUSTIN TX | 123 | $62.4M | $981K |
| 8 | EPI-USE AMERICA INC EPI-USE AMERICA INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 392 | $77.2M | $418K |
| 9 | GHG CORPORATION GHG CORPORATION 401(K) RETIREMENT PLAN & TRUST | WEBSTER TX | 189 | $25.1M | $229K |
| 10 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $218K |
