Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Strategic Income Fund® Registered Investment Company in their Schedule of Assets, totaling $8.7M 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 | TOKIO MARINE NORTH AMERICA INC. TMNA, INC. 401(K) PLAN | JERSEY CITY NJ | 3,098 | $819.7M | $6.6M |
| 2 | RUAN TRANSPORT CORPORATION RUAN EMPLOYEES' 401(K) SAVINGS PLAN | DES MOINES IA | 5,403 | $299.6M | $1.3M |
| 3 | LLOYD'S REGISTER AMERICAS, INC LLOYD'S REGISTER 401(K) PLAN |
HOUSTON TX |
| 114 |
| $47.4M |
| $468K |
| 4 | QATALYST GROUP LP QATALYST GROUP LP 401(K) PLAN | SAN FRANCISCO CA | 82 | $55.4M | $334K |
| 5 | LLOYD'S REGISTER QUALITY ASSURANCE, INC. LRQA 401(K) PLAN | HOUSTON TX | 98 | $19.6M | $65K |
| 6 | PORTLAND VA RESEARCH FOUNDATION INC PORTLAND VA RESEARCH FOUNDATION 401(K) PLAN | PORTLAND OR | 95 | $9.2M | $11K |
