Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Strategic Income Fund in their Schedule of Assets, totaling $3.1M 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 | MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP MCDONNELL BOEHNEN HULBERT & BERGHOFF 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 102 | $104.7M | $1.4M |
| 2 | KAPLAN EARLY LEARNING COMPANY KELC 401(K) SAVINGS PLAN | LEWISVILLE NC | 1,189 | $37.8M | $830K |
| 3 | TROY DESIGN & MANUFACTURING CO. |
PLYMOUTH MI |
| 281 |
| $81.4M |
| $624K |
| 4 | TROY DESIGN & MANUFACTURING CO. TROY DESIGN & MANUFACTURING CO. BARGAINING UNIT 401(K) PLAN | PLYMOUTH MI | 253 | $17.9M | $201K |
| 5 | REGION IV AREA AGENCY ON AGING, INC REGION IV A.A.A. 403(B) PLAN | SAINT JOSEPH MI | 84 | $6.9M | $28K |
