Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Strategic Income - in their Schedule of Assets, totaling $438K 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 | START EARLY START EARLY 401(K) PLAN | CHICAGO IL | 439 | $41.6M | $190K |
| 2 | HOTEL INVESTMENT SERVICES, INC HOTEL INVESTMENT SERVICES 401(K) PLAN | TROY MI | 551 | $4.8M | $135K |
| 3 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 403(B) RETIREMENT PLAN |
BOSTON MA |
| 760 |
| $305.3M |
| $102K |
| 4 | STRATEGIC FUNDING SOURCE INC. DBA KAPITUS STRATEGIC FUNDING SOURCE INC 401K PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 319 | $16.4M | $10K |
