Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Opportunistic Fixed Income in their Schedule of Assets, totaling $152K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW ENGLAND WIRE TECHNOLOGIES CORP. NEW ENGLAND WIRE TECHNOLOGIES CORP. 401(K) PLAN | LISBON NH | 404 | $30.7M | $52K |
| 2 | MARKET RESOURCE PARTNERS LLC MARKET RESOURCE PARTNERS RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 92 | $12.1M | $41K |
| 3 | HARDING HOLDINGS, INC. |
ANCHORAGE AK |
| 281 |
| $14.2M |
| $37K |
| 4 | THE INTERMED GROUP INTERMED PROFIT SHARING AND 401(K) PLAN | ALACHUA FL | 258 | $14.7M | $7K |
| 5 | STAR DISTRIBUTORS INC STAR DISTRIBUTORS, INC. 401(K) SAVINGS PLAN | WEST HAVEN CT | 302 | $36.7M | $5K |
| 6 | PMC HOSPITAL, LLC PATIENTS MEDICAL CENTER 401(K) PLAN | PASADENA TX | 420 | $17.9M | $4K |
| 7 | NORMAN H. ANDERSON, M.D., P.A. NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN | OCALA FL | 86 | $16.6M | $3K |
| 8 | AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. AYLSTOCK, WITKIN, KREIS, & OVERHOLTZ, PLC 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 234 | $20.7M | $3K |
| 9 | LYON GEAR & MACHINE, INC. LYON GEAR & MACHINE, INC. PROFIT SHARING PLAN AND TRUST | ROCHESTER MI | 111 | $5.9M | $311 |
