Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Spectrum Income Fund Mutual Fund in their Schedule of Assets, totaling $4.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VIAVI SOLUTIONS INC. VIAVI SOLUTIONS 401(K) PLAN | SAN JOSE CA | 1,412 | $728.6M | $4.4M |
| 2 | THE ANNIE E. CASEY FOUNDATION, INC. THE ANNIE E. CASEY FOUNDATION RETIREMENT PLAN | BALTIMORE MD | 212 | $77.1M | $172K |
| 3 | CLINICAS DEL CAMINO REAL, INC. CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN |
CAMARILLO CA |
| 921 |
| $26.5M |
| $32K |
