Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Collective trust * Fidelity Managed Income Portfolio in their Schedule of Assets, totaling $11.8M 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 | COLSON MEDICAL LLC THE COLSON MEDICAL LLC EMPLOYEES' RETIREMENT PLAN | CHICAGO IL | 1,271 | $190.2M | $6.7M |
| 2 | MARTIN RESOURCE MANAGEMENT CORPORATION MARTIN 401(K) PLAN | KILGORE TX | 1,642 | $132.6M | $5.1M |
