Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Strategic Income Fund Registered investment companies in their Schedule of Assets, totaling $1.9M 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 | GEO SERVICES, LLC GEO SERVICES, LLC 401(K) PLAN | SIGNAL HILL CA | 154 | $21.6M | $844K |
| 2 | ERIE MATERIALS, INC. ERIE MATERIALS, INC. PROFIT SHARING & 401(K) PLAN | SYRACUSE NY | 389 | $87.7M | $840K |
| 3 | LEMO USA, INC. LEMO USA INC 401(K) PROFIT SHARING PLAN |
ROHNERT PARK CA |
| 121 |
| $12.1M |
| $188K |
| 4 | ST. JOHN'S UNIVERSITY ST. JOHN'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | JAMAICA NY | 3,106 | $1.4B | $64K |
