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 $15.0M 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 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION MASTER TRUST | INDIANAPOLIS IN | — | $549.4M | $6.1M |
| 2 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION EMPLOYEE RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,773 | $395.8M | $4.4M |
| 3 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION HOURLY EMPLOYEE SAVINGS PLAN |
INDIANAPOLIS IN |
| 1,718 |
| $163.7M |
| $1.7M |
| 4 | E2OPEN, LLC E2OPEN, LLC 401(K) PLAN | ADDISON TX | 1,103 | $189.5M | $1.7M |
| 5 | PHILLIPS INDUSTRIES, INC. PHILLIPS INDUSTRIES RETIREMENT PLAN | SANTA FE SPRINGS CA | 223 | $26.5M | $537K |
| 6 | SKY LAKES MEDICAL CENTER, INC. SKY LAKES MEDICAL CENTER 401(K) | KLAMATH FALLS OR | 1,729 | $164.7M | $506K |
