Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Pioneer Investments Pioneer Strat Inc Y in their Schedule of Assets, totaling $18.8M 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 | BAKER TILLY ADVISORY GROUP PARENT, LP BAKER TILLY ADVISORY GROUP PARENT, LP SAVINGS PLAN | CHICAGO IL | 6,535 | $1.3B | $18.8M |
