Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Opportunistic Fixed Income Pooled separate account in their Schedule of Assets, totaling $258K 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 | G S LONG CO INC G S LONG CO INC 401K PROFIT SHARING PLAN | UNION GAP WA | 176 | $33.7M | $67K |
| 2 | LYNDEN DOOR, INC. LYNDEN DOOR, INC. 401K RETIREMENT PLAN | LYNDEN WA | 1,056 | $38.7M | $50K |
| 3 | CHAPMAN AUTOMOTIVE GROUP, L.L.C. CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST |
CHANDLER AZ |
| 1,863 |
| $94.3M |
| $41K |
| 4 | STEWART BROS., INC. STEWART BROS., INC. 401(K) PROFIT SHARING PLAN | DORAVILLE GA | 131 | $25.2M | $23K |
| 5 | WESCO GROUP LLC WESCO GROUP, INC. 401(K) PROFIT SHARING PLAN | LYNNWOOD WA | 479 | $22.2M | $23K |
| 6 | PEDULLA EXCAVATING AND PAVING, INC. PEDULLA EXCAVATING AND PAVING, INC.401(K) PROFIT SHARING PLAN | MOORESVILLE NC | 118 | $9.7M | $22K |
| 7 | EASTSIDE CATHOLIC SCHOOL EASTSIDE CATHOLIC SCHOOL 401K PLAN | SAMMAMISH WA | 134 | $13.9M | $16K |
| 8 | YASH TECHNOLOGIES, INC. YASH TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | EAST MOLINE IL | 268 | $18.0M | $8K |
| 9 | THE PIKE COUNTY RECOVERY COUNCIL THE PIKE COUNTY RECOVERY COUNCIL 401(K) RETIREMENT PLAN | WAVERLY OH | 147 | $3.1M | $4K |
| 10 | GENESIS TECHNICAL STAFFING, INC. GENESIS TECHNICAL STAFFING, INC. 401 (K) PLAN | MOBILE AL | 590 | $2.3M | $2K |
