Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Pioneer Strategic Income Y Mutual fund in their Schedule of Assets, totaling $6.4M 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 | WHITMAN, REQUARDT & ASSOCIATES, LLP WHITMAN, REQUARDT & ASSOCIATES, LLP 401(K) PLAN | BALTIMORE MD | 904 | $174.3M | $2.1M |
| 2 | PDG, P.A. PARK DENTAL/THE DENTAL SPECIALISTS 401(K) PLAN | ROSEVILLE MN | 1,238 | $137.6M | $1.9M |
| 3 | SSMD VASCULAR SOLUTIONS, LLC MVS 401(K) RETIREMENT PLAN |
COCKEYSVILLE MD |
| 173 |
| $20.9M |
| $556K |
| 4 | TRAILER PARK, INC. TRAILER PARK INC. RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 539 | $52.0M | $539K |
| 5 | UNITED PRAIRIE BANK UNITED PRAIRIE BANK 401(K) PROFIT SHARING PLAN | MANKATO MN | 124 | $15.3M | $442K |
| 6 | UNIVERSITY HEALTH ALLIANCE UHA 401K PLAN | HONOLULU HI | 175 | $32.5M | $416K |
| 7 | GASTROENTEROLOGY CONSULTANTS, LTD. GASTROENTEROLOGY CONSULTANTS AND NEVADA ENDOSCOPY MANAGEMENT 401(K) PROFIT SHARING PLAN | RENO NV | 102 | $17.0M | $158K |
| 8 | POSSIBLENOW, INC. POSSIBLENOW, INC. 401(K) PLAN | DULUTH GA | 121 | $12.5M | $75K |
| 9 | TOUCHSTONE MENTAL HEALTH TOUCHSTONE MENTAL HEALTH 401(K) PLAN | MINNEAPOLIS MN | 202 | $5.8M | $63K |
| 10 | HOLDER CONSTRUCTION GROUP, LLC HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,589 | $229.4M | $53K |
