Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Pioneer Strategic Income Fund, Class K in their Schedule of Assets, totaling $25.6M 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 | PLUMBERS & STEAMFITTERS LOCAL UNION NO.33 HEALTH & WELFARE TRUST PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST | DES MOINES IA | 1,441 | $98.0M | $13.8M |
| 2 | MARCUM LLP MARCUM LLP 401(K) PLAN | MELVILLE NY | 3,682 | $558.0M | $6.0M |
| 3 | FIRST-CITIZENS BANK & TRUST COMPANY |
RALEIGH NC |
| 15,787 |
| $2.7B |
| $3.6M |
| 4 | JOHNSON SCREENS, INC. JOHNSON SCREENS, INC. 401(K) SAVINGS PLAN | NEW BRIGHTON MN | 415 | $34.1M | $1.4M |
| 5 | ASSURANCE TECHNOLOGY CORPORATION ASSURANCE TECHNOLOGY CORPORATION 401(K) SAVINGS PLAN | CARLISLE MA | 330 | $68.2M | $285K |
| 6 | GUILFORD COLLEGE GUILFORD COLLEGE DEFINED CONTRIBUTION PLAN | GREENSBORO NC | 293 | $82.8M | $232K |
| 7 | PROVIDENT FUNDING ASSOCIATES, L.P. PROVIDENT FUNDING 401(K) PLAN | SANTA ROSA CA | 376 | $36.2M | $135K |
| 8 | HUMANE SOCIETY SILICON VALLEY HUMANE SOCIETY SILICON VALLEY 403B PLAN | MILPITAS CA | 151 | $8.6M | $34K |
| 9 | LEATHERSTOCKING CORPORATION LEATHERSTOCKING CORPORATION PROFIT SHARING PLAN | NEW YORK NY | 149 | $11.6M | $26K |
| 10 | WEST COAST ARBORISTS, INC. WEST COAST ARBORISTS, INC. 401(K) SALARY SAVINGS AND PROFIT SHARING PLAN | ANAHEIM CA | 237 | $27.9M | $25K |
