Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Fid Strategic Income in their Schedule of Assets, totaling $4.4M 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 | LAFAYETTE 148, INC. LAFAYETTE 148 INC. 401(K) PLAN | BROOKLYN NY | 283 | $45.7M | $1.2M |
| 2 | CITADEL FEDERAL CREDIT UNION CITADEL RETIREMENT PLAN | EXTON PA | 554 | $84.1M | $1.0M |
| 3 | UNGER ENTERPRISES, LLC UNGER 401K & PROFIT SHARING PLAN |
BRIDGEPORT CT |
| 129 |
| $15.3M |
| $979K |
| 4 | UNGER ENTERPRISES, LLC UNGER 401K & PROFIT SHARING PLAN | BRIDGEPORT CT | 135 | $12.9M | $813K |
| 5 | AMICO HOLDING COMPANY, INC. AMICO HOLDING COMPANY 401(K) PLAN | BIRMINGHAM AL | 277 | $24.8M | $143K |
| 6 | ARROW FASTENER CO., LLC GREAT STAR TOOLS USA, INC. 401(K) PLAN | SADDLE BROOK NJ | 293 | $29.7M | $116K |
| 7 | QUINNIPIAC UNIVERSITY QUINNIPIAC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HAMDEN CT | 1,281 | $335.0M | $40K |
| 8 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN | PHILADELPHIA PA | 3,407 | $520.9M | $21K |
| 9 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA | RICHMOND VA | 6,105 | $1.3B | $9K |
