Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FPA New Income in their Schedule of Assets, totaling $2.3M 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 | PRAIRIE LAKES HEALTHCARE SYSTEM PRAIRIE LAKES HEALTHCARE SYSTEM 403(B) PLAN | WATERTOWN SD | 832 | $62.0M | $935K |
| 2 | FREEMAN MATHIS & GARY, LLP FREEMAN MATHIS & GARY, LLP PARTNER/STAFF RETIREMENT SAVINGS PLAN | ATLANTA GA | 399 | $40.0M | $864K |
| 3 | FREEMAN MATHIS & GARY, LLP |
ATLANTA GA |
| 343 |
| $25.3M |
| $448K |
| 4 | SACRAMENTO EAR NOSE AND THROAT SURGICAL AND MEDICAL GROUP INC SACRAMENTO ENT MEDICAL GROUP INC. PROFIT SHARING PLAN | SACRAMENTO CA | 133 | $35.1M | $77K |
