Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FPA NEW INCOME FD Mutual Funds in their Schedule of Assets, totaling $680K 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 | CENTRAL OUTREACH WELLNESS CENTER, LLC CENTRAL OUTREACH WELLNESS CENTER, LLC CASH BALANCE PENSION PLAN | PITTSBURGH PA | 170 | $2.1M | $650K |
| 2 | STACY LANE, D.O., LLC STACY LANE, D.O., LLC 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 142 | $3.5M | $30K |
