Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pioneer Strategic Income Fund K Mutual fund in their Schedule of Assets, totaling $8.7M 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 | CAMBRIA COMPANY LLC CAMBRIA HOLDINGS 401(K) PROFIT SHARING PLAN | BELLE PLAINE MN | 1,719 | $144.9M | $4.5M |
| 2 | ARM, INC. ARM, INC. 401(K) SAVINGS PLAN | AUSTIN TX | 1,539 | $533.1M | $2.7M |
| 3 | WHITTLESEY PC WHITTLESEY PC 401(K) RETIREMENT AND SAVINGS PLAN |
HARTFORD CT |
| 118 |
| $45.7M |
| $1.1M |
| 4 | MEDICAL ASSOCIATION OF GEORGIA MEDICAL ASSOCIATION OF GEORGIA MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN | ATLANTA GA | 568 | $47.8M | $246K |
| 5 | G.C. HANFORD MANUFACTURING COMPANY G.C. HANFORD MFG. COMPANY PROFIT SHARING PLAN | SYRACUSE NY | 153 | $13.0M | $125K |
| 6 | UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN | NASHVILLE TN | 916 | $35.9M | $93K |
| 7 | ERICKSON IMMIGRATION GROUP ERICKSON IMMIGRATION GROUP RETIREMENT PLAN | ARLINGTON VA | 190 | $16.3M | $6K |
