Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Fidelity Strategic Income in their Schedule of Assets, totaling $3.0M 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 | RUTLAND REGIONAL MEDICAL CENTER RUTLAND REGIONAL HEALTH SERVICES RETIREMENT SAVINGS PLAN | RUTLAND VT | 1,706 | $289.0M | $886K |
| 2 | BREAZEALE, SACHSE & WILSON BREAZEALE, SACHSE & WILSON, L.L.P. 401(K) RETIREMENT PLAN AND TRUST PLAN | BATON ROUGE LA | 133 | $81.7M | $690K |
| 3 | AMERICAN FOREST & PAPER ASSOCIATION, INC. |
WASHINGTON DC |
| 108 |
| $64.8M |
| $553K |
| 4 | BHS CORRUGATED - NORTH AMERICA, INC. BHS CORRUGATED-NORTH AMERICA, INC. 401 (K) SAVINGS PLAN | KNOXVILLE TN | 340 | $35.7M | $272K |
| 5 | METRON AVIATION, INC. METRON AVIATION, INC. 401(K) PROFIT SHARING PLAN | ASHBURN VA | 56 | $32.9M | $268K |
| 6 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 16,511 | $841.3M | $187K |
| 7 | WALSH JESUIT HIGH SCHOOL WALSH JESUIT HIGH SCHOOL 401(K) PLAN | CUYAHOGA FALLS OH | 148 | $12.4M | $143K |
