Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Collective Investment Trusts * Fidelity Managed Income Portfolio II in their Schedule of Assets, totaling $35.7M 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 | VALEO NORTH AMERICA, INC. VALEO, INC RETIREMENT SAVINGS PLAN | TROY MI | 3,485 | $619.1M | $35.7M |
