Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Osterweis Capital Management Strategic Income Fund in their Schedule of Assets, totaling $3.8M 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 | ALTER COMPANIES, INC. ALTER 401(K) RETIREMENT PLAN | CREVE COEUR MO | 1,381 | $131.0M | $2.1M |
| 2 | MEDELA LLC MEDELA LLC EMPLOYEES PENSION PLAN | MCHENRY IL | 396 | $60.4M | $1.7M |
