Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Strategic Income Opportunities Fund in their Schedule of Assets, totaling $712K 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 | ASSOCIATED BUILDERS AND CONTRACTORS OF SAN DIEGO, INC. ABC CALIFORNIA HEALTH TRUST WELFARE BENEFIT PLAN | POWAY CA | 1,588 | $9.9M | $295K |
| 2 | BOYS & GIRLS CLUBS OF AMERICA BOYS & GIRLS CLUB WORKERS ASSOCIATION | LEXINGTON KY | 7,281 | $14.5M | $177K |
| 3 | TECHNICAL AND PROJECT ENGINEERING, LLC |
ALEXANDRIA VA |
| 75 |
| $10.6M |
| $140K |
| 4 | HYOSUNG HICO, LTD HYOSUNG HICO LTD 401(K) PLAN | MEMPHIS TN | 363 | $5.8M | $101K |
