Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity FA STRAT INCOME Z in their Schedule of Assets, totaling $334K 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 | GLOBE UNION GROUP, INC. GLOBE UNION GROUP RETIREMENT & SAVINGS PLAN | WOODRIDGE IL | 133 | $17.5M | $171K |
| 2 | APPLEGREEN COMPANIES APPLEGREEN US RETIREMENT PLAN | LEXINGTON SC | 11,315 | $20.3M | $162K |
