Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Fidelity® Strategic Income Fund in their Schedule of Assets, totaling $114.2M 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 | DASSAULT SYSTEMES AMERICAS CORP. DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS | WALTHAM MA | 6,193 | $2.1B | $56.1M |
| 2 | CONTINENTAL TIRE THE AMERICAS, LLC WELFARE BENEFITS PLAN FOR RETIREES OF CONTINENTAL - RUBBER | FORT MILL SC | 3,554 | $126.0M | $18.3M |
| 3 | VONAGE HOLDINGS CORP |
HOLMDEL NJ |
| 1,218 |
| $289.3M |
| $5.6M |
| 4 | BROWN PHYSICIANS, INC. BROWN PHYSICIANS, INC. 401(A) PLAN | PROVIDENCE RI | 1,424 | $326.3M | $5.5M |
| 5 | BOTTOMLINE TECHNOLOGIES, INC. BOTTOMLINE TECHNOLOGIES 401(K) PLAN | PORTSMOUTH NH | 1,267 | $242.2M | $4.1M |
| 6 | CHERVON NORTH AMERICA, INC. CHERVON NORTH AMERICA, INC. 401(K) PLAN | NAPERVILLE IL | 238 | $27.7M | $3.4M |
| 7 | CENTRIC CONSULTING, LLC CENTRIC CONSULTING, LLC 401 (K) PROFIT SHARING PLAN & TRUST | UNION KY | 703 | $118.0M | $1.9M |
| 8 | LINK SNACKS, INC. LINK SNACKS, INC. SAVINGS AND RETIREMENT PLAN | MINONG WI | 2,756 | $75.4M | $1.9M |
| 9 | STRATASYS, INC. STRATASYS, INC. 401(K) SALARY SAVINGS PLAN | EDEN PRAIRIE MN | 838 | $179.0M | $1.5M |
| 10 | UNIVERSITY OF LA VERNE UNIVERSITY OF LA VERNE 403(B) RETIREMENT SAVINGS PLAN | LA VERNE CA | 5,575 | $266.2M | $1.4M |
