Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity Strategic Income Mutual fund - in their Schedule of Assets, totaling $39.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLOUD SOFTWARE GROUP, INC. CITRIX SYSTEMS, INC. 401(K) PLAN | FORT LAUDERDALE FL | 2,051 | $1.6B | $18.9M |
| 2 | PROMEGA CORPORATION PROMEGA SALARY DEFERRAL PROFIT SHARING PLAN | MADISON WI | 1,521 | $418.4M | $6.1M |
| 3 | GOULD MEDICAL GROUP INC. GOULD MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN |
MODESTO CA |
| 488 |
| $483.3M |
| $3.7M |
| 4 | MANAGEMENT CONCEPTS MANAGEMENT CONCEPTS, INC. 401(K) SAVINGS PLAN | VIENNA VA | 255 | $50.9M | $2.0M |
| 5 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M | $1.7M |
| 6 | FARMERS AUTOMOBILE INSURANCE ASSOCIATION FARMERS AUTOMOBILE INSURANCE ASSOCIATION 401(K) SAVINGS PLAN | PEKIN IL | 689 | $119.4M | $1.6M |
| 7 | ABSHER HOLDING COMPANY ABSHER HOLDING COMPANY 401(K) PLAN | PUYALLUP WA | 191 | $32.1M | $1.3M |
| 8 | HARRIS GROUP INC. HARRIS GROUP DEFERRED INCOME PLAN AND TRUST | SEATTLE WA | 86 | $28.4M | $1.2M |
| 9 | THE NEW ENGLAND COLLEGE OF OPTOMETRY THE NEW ENGLAND COLLEGE OF OPTOMETRY DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 217 | $49.4M | $647K |
| 10 | UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN | BIRMINGHAM AL | 5,019 | $1.6B | $596K |
