Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fa Strat Income I in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOWDITCH & DEWEY, LLP BOWDITCH & DEWEY PROFIT SHARING PLAN | WORCESTER MA | 118 | $70.2M | $2.7M |
| 2 | SPATCO ENERGY SOLUTIONS, LLC SPATCO ENERGY SOLUTIONS 401(K) PLAN | CHARLOTTE NC | 1,222 | $38.2M | $94K |
| 3 | OAK TREE SOFTWARE, INC. OAK TREE SOFTWARE, INC. 401(K) PLAN |
TULSA OK |
| 311 |
| $8.6M |
| $35K |
