Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Fidelity Strategic Income Fund* Mutual Fund in their Schedule of Assets, totaling $27.4M 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 | THE OPTIONS CLEARING CORPORATION THE OPTIONS CLEARING CORPORATION RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,173 | $320.4M | $5.5M |
| 2 | MAINE EMPLOYERS' MUTUAL INSURANCE COMPANY MAINE EMPLOYERS' MUTUAL INSURANCE COMPANY 401(K) PLAN | PORTLAND ME | 499 | $146.4M | $2.7M |
| 3 | RAKUTEN USA |
SAN MATEO CA |
| 1,567 |
| $310.5M |
| $2.7M |
| 4 | MONTEREY BAY AQUARIUM RESEARCH INSTITUTE MONTEREY BAY AQUARIUM RESEARCH INSTITUTE 403(B) PLAN | MOSS LANDING CA | 272 | $126.6M | $2.1M |
| 5 | ALVOGEN GROUP, INC. ALVOGEN GROUP SAVINGS INCENTIVE PLAN | NORWICH NY | 576 | $105.6M | $1.8M |
| 6 | AGERO, INC. AGERO, INC. RETIREMENT PLAN | MEDFORD MA | 2,030 | $190.9M | $1.3M |
| 7 | MCWANE, INC. MCWANE SALARIED 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 1,315 | $233.4M | $1.3M |
| 8 | ADVANTECH CORPORATION ADVANTECH CORPORATION 401(K) PLAN | MILPITAS CA | 514 | $86.5M | $1.2M |
| 9 | CAVCO INDUSTRIES, INC. CAVCO INDUSTRIES, INC. 401(K) PLAN | PHOENIX AZ | 5,701 | $181.8M | $1.1M |
| 10 | CLOUDERA, INC. CLOUDERA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SANTA CLARA CA | 943 | $235.1M | $903K |
