Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Pioneer Strategic Income Y in their Schedule of Assets, totaling $7.0M 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 | EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION EGA MONEY PURCHASE PENSION PLAN | JERSEY CITY NJ | 351 | $118.7M | $1.5M |
| 2 | SUNRUN INC. SUNRUN INC. 401(K) PLAN | SAN FRANCISCO CA | 9,452 | $366.3M | $1.3M |
| 3 | FIRST IMPRESSIONS, S.C. FIRST IMPRESSIONS, S.C. 401K PROFIT SHARING PLAN |
WAUSAU WI |
| 96 |
| $17.8M |
| $936K |
| 4 | BECKSTOFFER VINEYARDS BECKSTOFFER VINEYARDS SAFE HARBOR 401(K) RETIREMENT SAVINGS PLAN | RUTHERFORD CA | 132 | $19.3M | $906K |
| 5 | MDK MDK 401K PLAN | COLUMBUS OH | 240 | $37.0M | $584K |
| 6 | MILROSE CONSULTANTS, LLC MILROSE CONSULTANTS, LLC 401(K)/PROFIT SHARING PLAN | NEW YORK NY | 413 | $17.9M | $386K |
| 7 | VANDERLANDE INDUSTRIES, INC. VANDERLANDE INDUSTRIES, INC. 401(K) PLAN | MARIETTA GA | 1,225 | $73.2M | $381K |
| 8 | GREAT LAKES SERVICES, LLC GREAT WOLF RESORTS 401(K) PLAN | CHICAGO IL | 12,864 | $62.2M | $235K |
| 9 | GENESIS NETWORKS ENTERPRISES, LL GENESIS NETWORKS ENTERPRISES 401K PLAN | SAN ANTONIO TX | 97 | $8.4M | $196K |
| 10 | RICHWOOD MEAT COMPANY, INC. RICHWOOD MEAT COMPANY 401K PROFIT SHARING PLAN | MERCED CA | 106 | $10.0M | $151K |
