Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Strategic Income Opp Fund ** in their Schedule of Assets, totaling $676K 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 | NORWELL VISITING NURSE ASSOCIATION, INC. NORWELL VNA AND HOSPICE 401(K) PLAN & TRUST | NORWELL MA | 325 | $17.7M | $136K |
| 2 | WHITCO SUPPLY, LLC WHITCO SUPPLY, LLC 401K PROFIT SHARING PLAN AND TRUST | BROUSSARD LA | 183 | $21.4M | $136K |
| 3 | PUSHPAY USA, INC. PUSHPAY RETIREMENT PLAN |
REDMOND WA |
| 425 |
| $29.0M |
| $123K |
| 4 | VESCO MATERIAL HANDLING EQUIPMENT INC ATLANTIC COAST TOYOTALIFT 401K RETIREMENT PLAN | WINSTON-SALEM NC | 145 | $7.9M | $68K |
| 5 | NORMAN H. ANDERSON, M.D., P.A. NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN | OCALA FL | 86 | $16.6M | $57K |
| 6 | EAST SIDE HOUSE EAST SIDE HOUSE 401(K) PLAN | BRONX NY | 85 | $3.1M | $55K |
| 7 | HIGH GRADE MATERIALS COMPANY HIGH GRADE 401K RETIREMENT PLAN | GREENVILLE MI | 358 | $14.9M | $52K |
| 8 | PREMIER DERMATOLOGY, LLC PREMIER DERMATOLOGY 401(K) PLAN | SARASOTA FL | 173 | $16.4M | $17K |
| 9 | MARKET RESOURCE PARTNERS LLC MARKET RESOURCE PARTNERS RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 92 | $12.1M | $10K |
| 10 | EYE CARE ASSOCIATES, INC. EYE CARE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | YOUNGSTOWN OH | 111 | $30.6M | $8K |
