Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 58 retirement plans report an interest in this investment, totaling $1.1B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 8 name variants: Fidelity Managed Income Portfolio, Fidelity Managed Income Portfolio C, Fidelity Managed Income I, Fidelity Managed Income Portfolio I, Fidelity Managed Income Portfolio;, Fidelity Managed Income Port, Fidelity Managed Income Fund, Fidelity Managed Income Port Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AMPHENOL CORPORATION & AFFILIATED COMPANIES AMPHENOL CORPORATION EMPLOYEE SAVINGS/401(K) PLAN | WALLINGFORD CT | 6,984 | $779.2M | $600.2M |
| 2 | UNITED STATES STEEL CORPORATION AND AFFILIATED COS. UNITED STATES STEEL CORPORATION SAVINGS FUND PLAN FOR SALARIED EMPLOYEES | PITTSBURGH PA | 2,644 | $1.6B | $119.1M |
| 3 | UNITED STATES STEEL CORPORATION AND AFFILIATED COS. USS 401(K) PLAN FOR USW-REPRESENTED EMPLOYEES | PITTSBURGH PA | 11,419 | $1.4B | $115.8M |
| 4 | AMPHENOL CORPORATION & AFFILIATED COMPANIES AMPHENOL AFFILIATED COMPANIES EMPLOYEE SAVINGS 401(K) PLAN | WALLINGFORD CT | 958 | $73.8M | $63.7M |
| 5 | AMPHENOL THERMOMETRICS, INC. AMPHENOL THERMOMETRICS, INC. EMPLOYEE SAVINGS/401(K) PLAN | ST. MARYS PA | 356 | $59.7M | $49.2M |
| 6 | BD OF TRUSTEES IUOE LOCAL 30 ANNUITY FUND IUOE LOCAL 30 ANNUITY FUND | WHITESTONE NY | 4,267 | $533.7M | $24.7M |
| 7 | BLUESCOPE STEEL NORTH AMERICA CORP BLUESCOPE EMPLOYEE SAVINGS TRUST (BEST) | KANSAS CITY MO | 3,924 | $678.5M | $23.1M |
| 8 | PETSMART, LLC PETSMART, INC. SAVESMART 401(K) PLAN | PHOENIX AZ | 46,794 | $667.2M | $16.0M |
| 9 | WATERS TECHNOLOGIES CORPORATION THE WATERS EMPLOYEE INVESTMENT PLAN | MILFORD MA | 2,894 | $1.2B | $15.8M |
| 10 | HYUNDAI MOTOR AMERICA HYUNDAI MOTOR AMERICA PROFIT SHARING RETIREMENT PLAN | FOUNTAIN VALLEY CA | 1,298 | $365.1M | $12.4M |
