Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Fidelity – Strategic Income in their Schedule of Assets, totaling $25.2M 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 | FORMOSA PLASTICS CORPORATION, U.S.A. FORMOSA PLASTICS CORPORATION, U.S.A. PENSION PLAN | LIVINGSTON NJ | 3,665 | $345.6M | $17.2M |
| 2 | PURE FISHING, INC PURE FISHING, INC RETIREMENT PLAN | COLUMBIA SC | 1,186 | $89.0M | $1.5M |
| 3 | AKEBONO BRAKE CORPORATION AKEBONO BRAKE CORPORATION RETIREMENT SAVINGS PLAN |
FARMINGTON HILLS MI |
| 1,251 |
| $148.1M |
| $854K |
| 4 | CONDON COMPANIES CONDON COMPANIES SAVINGS & RETIREMENT PLAN | RIPON WI | 220 | $8.2M | $623K |
| 5 | BURNETT OIL CO., INC. AND AFFILIATES BURNETT OIL CO., INC. AND AFFILIATES 401(K) PLAN | FORT WORTH TX | 55 | $23.6M | $611K |
| 6 | GEODE CAPITAL MANAGEMENT, LLC GEODE CAPITAL MANAGEMENT, LLC RETIREMENT PLAN | BOSTON MA | 189 | $89.3M | $581K |
| 7 | UNITED STATES MINERAL PRODUCTS COMPANY UNITED STATES MINERAL PRODUCTS COMPANY SAVINGS PLAN 401(K) | STANHOPE NJ | 160 | $25.1M | $572K |
| 8 | AIDA-AMERICA CORPORATION AIDA-AMERICA CORPORATION SAVINGS PLAN | DAYTON OH | 147 | $27.8M | $545K |
| 9 | WELLESLEY COLLEGE WELLESLEY COLLEGE 403(B) RETIREMENT PLAN | WELLESLEY MA | 1,326 | $787.3M | $458K |
| 10 | QUALITY BICYCLE PRODUCTS, GBC QUALITY BICYCLE PRODUCTS, INC. 401(K) PLAN | BLOOMINGTON MN | 953 | $64.8M | $440K |
