Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pioneer Strategic Income Pooled separate account in their Schedule of Assets, totaling $599K 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 | CLISE AGENCY, INC. CLISE AGENCY, INC. 401(K) PROFIT SHARING PLAN | SEATTLE WA | 74 | $20.5M | $309K |
| 2 | PROPACK LOGISTICS US, LLC PROPACK LOGISTICS US, LLC 401(K) PLAN | BLAINE WA | 257 | $4.2M | $160K |
| 3 | BERING AIR, INC. BERING AIR, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
NOME AK |
| 169 |
| $15.6M |
| $130K |