Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Strategic Dividend & Income Fund " in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BECKER & POLIAKOFF, P.A. BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 312 | $55.2M | $717K |
| 2 | JONES WALKER LLP JONES WALKER LLP PROFIT SHARING RETIREMENT PLAN | NEW ORLEANS LA | 646 | $474.3M | $403K |
| 3 | GW&K INVESTMENT MANAGEMENT, LLC |
BOSTON MA |
| 181 |
| $64.8M |
| $337K |
| 4 | TOTAL MORTGAGE SERVICES, L.L.C TOTAL MORTGAGE SERVICES, LLC 401(K) PROFIT SHARING PLAN | MILFORD CT | 426 | $16.0M | $312K |
| 5 | GW&K INVESTMENT MANAGEMENT, LLC GW&K 401(K) SAVINGS PLAN | BOSTON MA | 186 | $55.6M | $230K |
| 6 | EMERSON COLLEGE EMERSON COLLEGE TAX DEFERRED ANNUITY PLAN | BOSTON MA | 638 | $242.4M | $147K |
| 7 | DIGITAL.AI SOFTWARE, INC. DIGITAL.AI 401(K) SAVINGS & INVESTMENT PLAN | RALEIGH NC | 169 | $22.3M | $73K |
| 8 | WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE 403(B) PLAN | KALAMAZOO MI | 488 | $49.4M | $4K |
