Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fid Strategic Income Mutual fund - in their Schedule of Assets, totaling $16.5M 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 | OTSUKA AMERICA PHARMACEUTICAL INC. OTSUKA AMERICA 401(K) SAVINGS PLAN | PRINCETON NJ | 3,187 | $1.1B | $8.0M |
| 2 | PSEMI CORPORATION PSEMI CORPORATION 401(K) PLAN | SAN DIEGO CA | 539 | $121.1M | $2.9M |
| 3 | GLOBALLOGIC INC. GLOBALLOGIC INC. RETIREMENT TRUST |
SANTA CLARA CA |
| 2,217 |
| $154.7M |
| $1.2M |
| 4 | AUCTION.COM, LLC AUCTION.COM 401(K) PLAN | IRVINE CA | 549 | $76.7M | $1.2M |
| 5 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 989 | $127.0M | $1.1M |
| 6 | TEXAS MEDICAL ASSOCIATION TEXAS MEDICAL ASSOCIATION EMPLOYEES 401(K) PROFIT SHARING PLAN | AUSTIN TX | 123 | $62.4M | $981K |
| 7 | EPI-USE AMERICA INC EPI-USE AMERICA INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 392 | $77.2M | $418K |
| 8 | GHG CORPORATION GHG CORPORATION 401(K) RETIREMENT PLAN & TRUST | WEBSTER TX | 189 | $25.1M | $229K |
| 9 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $218K |
| 10 | PMG INDIANA LLC PMG US GROUP SAVINGS AND RETIREMENT PLAN | COLUMBUS IN | 265 | $14.4M | $100K |
