Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Fid Strategic Income in their Schedule of Assets, totaling $1.3M 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 | PANORAMA EYE CARE, LLC PANORAMA EYE CARE 401(K) AND PROFIT SHARING PLAN | FORT COLLINS CO | 436 | $47.5M | $431K |
| 2 | FIRST COMMERCIAL BANK USA F.C.B. 401(K) PLAN | ALHAMBRA CA | 152 | $25.3M | $394K |
| 3 | CEDARWOOD-YOUNG COMPANY CEDARWOOD-YOUNG COMPANY 401(K) PLAN |
BALDWIN PARK CA |
| 219 |
| $25.4M |
| $225K |
| 4 | HOFFMAN/LEWIS DBA H&L PARTNERS H&L PARTNERS 401(K) PROFIT SHARING | OAKLAND CA | 165 | $22.1M | $154K |
| 5 | LEGAL SERVICES OF NEW JERSEY, INC. LEGAL SERVICES OF NEW JERSEY INC ER 403B | EDISON NJ | 252 | $24.6M | $85K |
| 6 | TPI COMPOSITES, INC. TPI COMPOSITES, INC. 401(K) PLAN | SCOTTSDALE AZ | 336 | $28.1M | $45K |
