Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding FID STRATEGIC INCOME in their Schedule of Assets, totaling $11.3M 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 | CROWLEY HOLDINGS INC. CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA | JACKSONVILLE FL | 1,548 | $410.6M | $5.6M |
| 2 | VESUVIUS USA CORPORATION VESUVIUS USA CORPORATION MASTER TRUST | CHAMPAIGN IL | — | $227.4M | $2.9M |
| 3 | ALTORFER INC. ALTORFER RETIREMENT PLAN |
CEDAR RAPIDS IA |
| 936 |
| $162.8M |
| $1.4M |
| 4 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $711K |
| 5 | TIDEWATER INC. TIDEWATER INC. 401(K) PLAN | HOUSTON TX | 293 | $77.6M | $180K |
| 6 | ACCOUNTABILIT, LLC ACCOUNTABILLT, LLC 401(K) PLAN | SCOTTSDALE AZ | 122 | $8.2M | $175K |
| 7 | PREDICTIVE INDEX, LLC PREDICTIVE INDEX RETIREMENT TRUST PLAN | WESTWOOD MA | 219 | $30.9M | $82K |
| 8 | HAMILTON COLLEGE HAMILTON COLLEGE 403(B) RETIREMENT PLAN | CLINTON NY | 772 | $351.8M | $53K |
| 9 | FRANCOTYP-POSTALIA INC FRANCOTYP-POSTALIA INC 401(K) PLAN | ADDISON IL | 119 | $10.4M | $49K |
| 10 | AXIUM FOODS, INC. AXIUM FOODS, INC. 401(K) PLAN | SOUTH BELOIT IL | 166 | $5.0M | $41K |
