Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Strategic Income Opp Fund Pooled separate account in their Schedule of Assets, totaling $3.1M 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 | PERLO CONSTRUCTION GROUP, LLC PERLO CONSTRUCTION GROUP RETIREMENT PLAN | TUALATIN OR | 110 | $36.0M | $626K |
| 2 | ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. 401(K) PLAN | PLANTATION FL | 107 | $27.7M | $584K |
| 3 | UNITED BANCORPORATION OF ALABAMA, INC. |
ATMORE AL |
| 209 |
| $22.6M |
| $243K |
| 4 | SCOTT D BORAS SCOTT D BORAS INC 401K PROFIT SHARING PLAN | NEWPORT BEACH CA | 125 | $16.7M | $206K |
| 5 | CHAPMAN MANAGEMENT CORPORATION CHAPMAN AUTO GROUP 401(K) PROFIT SHARING PLAN | HORSHAM PA | 507 | $38.0M | $199K |
| 6 | CHAPMAN AUTOMOTIVE GROUP, L.L.C. CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | CHANDLER AZ | 1,863 | $94.3M | $169K |
| 7 | SOUTHEASTERN PAPER GROUP, INC. SOUTHEASTERN PAPER GROUP 401(K) RETIREMENT PLAN | SPARTANBURG SC | 493 | $25.2M | $154K |
| 8 | MARTIN INCORPORATED MARTIN INCORPORATED 401(K) PLAN | FLORENCE AL | 412 | $25.8M | $141K |
| 9 | LYNDEN DOOR, INC. LYNDEN DOOR, INC. 401K RETIREMENT PLAN | LYNDEN WA | 1,056 | $38.7M | $83K |
| 10 | MOUNTAIN F. ENTERPRISES, INC. MOUNTAIN F. ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | FOLSOM CA | 323 | $13.5M | $81K |
