Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Strategic Income Opp Fund ** in their Schedule of Assets, totaling $850K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | GUARANTEE TRUST LIFE INSURANCE COMPANY |
GLENVIEW IL |
| 296 |
| $57.0M |
| $125K |
| 4 | PUSHPAY USA, INC. PUSHPAY RETIREMENT PLAN | REDMOND WA | 425 | $29.0M | $123K |
| 5 | VESCO MATERIAL HANDLING EQUIPMENT INC ATLANTIC COAST TOYOTALIFT 401K RETIREMENT PLAN | WINSTON-SALEM NC | 145 | $7.9M | $68K |
| 6 | NORMAN H. ANDERSON, M.D., P.A. NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN | OCALA FL | 86 | $16.6M | $57K |
| 7 | EAST SIDE HOUSE EAST SIDE HOUSE 401(K) PLAN | BRONX NY | 85 | $3.1M | $55K |
| 8 | HIGH GRADE MATERIALS COMPANY HIGH GRADE 401K RETIREMENT PLAN | GREENVILLE MI | 358 | $14.9M | $52K |
| 9 | MEADOWLAND FARMERS COOP MEADOWLAND FARMERS COOP 401(K) PLAN | LAMBERTON MN | 217 | $18.7M | $50K |
| 10 | PREMIER DERMATOLOGY, LLC PREMIER DERMATOLOGY 401(K) PLAN | SARASOTA FL | 173 | $16.4M | $17K |
