Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FPA New Income Mutual Fund in their Schedule of Assets, totaling $6.1M 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 | MEDICAL ANESTHESIA GROUP, P.A. MEDICAL ANESTHESIA GROUP, P.A. PROFIT SHARING PLAN | MEMPHIS TN | 69 | $110.9M | $6.0M |
| 2 | SCS CAPITAL MANAGEMENT, LLC SCS CAPITAL MANAGEMENT 401(K) PLAN | BOSTON MA | 140 | $33.7M | $93K |
| 3 | NEW YORK INDEPENDENT SYSTEM OPERATOR, INC. |
RENSSELAER NY |
| 628 |
| $321.5M |
| $6K |
