Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fid Strategic Income Registered investment company in their Schedule of Assets, totaling $29.0M 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 | AMSTED INDUSTRIES INCORPORATED AMSTED INDUSTRIES CAP, RSP UNION AND JOINT VENTURES MST TRUST | CHICAGO IL | — | $816.4M | $11.4M |
| 2 | AMSTED INDUSTRIES, INC. AMSTED INDUSTRIES EMPLOYEES CAPITAL ACCUMULATION PLAN | CHICAGO IL | 5,243 | $761.6M | $10.5M |
| 3 | ALLISON TRANSMISSION, INC. |
INDIANAPOLIS IN |
| 1,773 |
| $395.8M |
| $4.4M |
| 4 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION HOURLY EMPLOYEE SAVINGS PLAN | INDIANAPOLIS IN | 1,718 | $163.7M | $1.7M |
| 5 | AMSTED INDUSTRIES, INC. AMSTED RETIREMENT SAVINGS PLAN FOR BARGAINING EMPLOYEES | CHICAGO IL | 1,422 | $69.5M | $934K |
| 6 | ELDERHOSTEL INC. ROAD SCHOLAR RETIREMENT PLAN | BOSTON MA | 593 | $84.7M | $74K |
