Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Strategic Income Registered investment company in their Schedule of Assets, totaling $4.2M 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 | HILCO TRADING, LLC HILCO TRADING, LLC 401(K) PROFIT SHARING PLAN & TRUST | NORTHBROOK IL | 1,608 | $114.4M | $2.0M |
| 2 | CONCORD OPHTHALMOLOGIC ASSOCIATES PA CONCORD EYE CENTER EMPLOYEE PROFIT SHARING PLAN | CONCORD NH | 158 | $31.6M | $883K |
| 3 | IN-PLACE MACHINING COMPANY, LLC |
MILWAUKEE WI |
| 424 |
| $44.3M |
| $750K |
| 4 | WAVETRONIX, LLC WAVETRONIX RETIREMENT PLAN | SPRINGVILLE UT | 329 | $48.5M | $491K |
| 5 | HOTSTART, INC. HOTSTART, INC. 401(K) AND PROFIT SHARING PLAN | SPOKANE VALLEY WA | 218 | $56.2M | $131K |
