Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Pioneer Strategic Income Fund Mutual fund in their Schedule of Assets, totaling $6.0M 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 | HEFFERNAN INSURANCE BROKERS HEFFERNAN INSURANCE BROKERS 401(K) PLAN | WALNUT CREEK CA | 782 | $129.7M | $1.9M |
| 2 | THE WALTON ELECTRIC MEMBERSHIP CORPORATION THE WALTON ELECTRIC MEMBERSHIP CORPORATION 401 K PLAN | MONROE GA | 270 | $66.5M | $1.2M |
| 3 | COLQUITT ELECTRIC MEMBERSHIP CORPORATION |
MOULTRIE GA |
| 170 |
| $62.5M |
| $1.1M |
| 4 | DIVERSE POWER INCORPORATED, AN ELECTRIC MEMBERSHIP CORPORATION DIVERSE POWER 401K PLAN | LAGRANGE GA | 139 | $35.6M | $533K |
| 5 | TAOS HEALTH SYSTEMS, INCORPORATED HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN | TAOS NM | 533 | $27.0M | $468K |
| 6 | INTERNAP HOLDING LLC HORIZON IQ 401(K) SAVINGS PLAN | NORCROSS GA | 71 | $34.8M | $221K |
| 7 | MIPS HOLDING, INC. MIPS 401(K) PLAN | SANTA CLARA CA | 119 | $43.6M | $179K |
| 8 | AMPHENOL CORPORATION SSI TECHNOLOGIES, LLC SAVINGS AND RETIREMENT PLAN | JANESVILLE WI | 271 | $42.2M | $114K |
| 9 | CENTURY CAMPUS HOUSING MANAGEMENT, L. P. CAMPUS LIVING VILLAGES 401(K) PLAN | HOUSTON TX | 93 | $7.8M | $111K |
| 10 | CAVAN CONSTRUCTION COMPANY, INC. CAVAN CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN | ASTON PA | 186 | $9.3M | $105K |
