Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Investments* Fidelity Strategic Income Fund in their Schedule of Assets, totaling $7.0M 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 | PEAK6 GROUP LLC PEAK6 GROUP LLC 401(K) PS PLAN | CHICAGO IL | 318 | $101.2M | $1.6M |
| 2 | BH SHOE HOLDINGS, INC BH SHOE HOLDINGS, INC. INVESTMENT AND RETIREMENT PLAN (401(K) PLAN FOR NON UNION EMPLOYEES) | GREENWICH CT | 952 | $117.8M | $1.1M |
| 3 | ALUDYNE INC ALUDYNE INC. 401(K) PLAN |
SOUTHFIELD MI |
| 2,108 |
| $99.4M |
| $916K |
| 4 | SANDMEYER STEEL COMPANY SANDMEYER STEEL COMPANY CAPITAL ACCUMULATION PLAN | PHILADELPHIA PA | 82 | $28.9M | $562K |
| 5 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $531K |
| 6 | TRADESTATION GROUP, INC. TRADESTATION GROUP, INC. EMPLOYEE SAVINGS RETIREMENT PLAN | PLANTATION FL | 491 | $89.9M | $477K |
| 7 | WEBER-STEPHEN PRODUCTS LLC THE WEBER-STEPHEN PRODUCTS LLC 401(K) INCENTIVE SAVINGS PLAN | PALATINE IL | 1,127 | $119.2M | $465K |
| 8 | ELGA CREDIT UNION ELGA CREDIT UNION EMPLOYEE'S 401(K) PLAN | BURTON MI | 310 | $29.5M | $431K |
| 9 | TASK FORCE TIPS, LLC TASK FORCE TIPS, LLC 401(K) & PROFIT SHARING PLAN | VALPARAISO IN | 228 | $33.0M | $267K |
| 10 | OPEN DOOR FAMILY MEDICAL CENTER, INC. ODFMC, INC. 401(K) PLAN | OSSINING NY | 535 | $37.9M | $241K |
