Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Collective trust * Fidelity Investments/Managed Income Portfolio in their Schedule of Assets, totaling $14.3M 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 | STEPAN COMPANY STEPAN COMPANY SAVINGS AND INVESTMENT RETIREMENT PLAN | NORTHBROOK IL | 1,264 | $395.4M | $14.3M |
| 2 | FAMILY HEALTH, INC. FAMILY HEALTH, INC. RETIREMENT PLAN | GREENVILLE OH | 324 | $41.2M | $1K |
