Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pioneer Strategic Income Fund Y in their Schedule of Assets, totaling $1.7M 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 | SAN FRANCISCO BASEBALL ASSOCIATES SAN FRANCISCO GIANTS 401K PLAN | SAN FRANCISCO CA | 607 | $92.3M | $1.2M |
| 2 | NVISION EYE CENTERS, LLC NVISION EYE CENTERS 401(K) PLAN | ALISO VIEJO CA | 1,365 | $29.0M | $259K |
| 3 | NATIONAL HERITAGE ACADEMIES, INC. NATIONAL HERITAGE ACADEMIES, INC. RETIREMENT SAVINGS PLAN |
GRAND RAPIDS MI |
| 6,715 |
| $307.3M |
| $155K |
