Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Collective trust * Fidelity Management Trust Company Fidelity Managed Income Portfolio in their Schedule of Assets, totaling $11.4M 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 | CASTLETON COMMODITIES INTERNATIONAL LLC CCI RETIREMENT SAVINGS PLAN | STAMFORD CT | 373 | $157.8M | $4.8M |
| 2 | PLAYBOY ENTERPRISES INTERNATIONAL, INC. PLAYBOY ENTERPRISES INTERNATIONAL, INC. EMPLOYEE INVESTMENT SAVINGS PLAN | LOS ANGELES CA | 107 | $54.1M | $3.1M |
| 3 | HAMILTON PARTNERS, INC. |
ITASCA IL |
| 124 |
| $56.5M |
| $1.7M |
| 4 | IROQUOIS PIPELINE OPERATING COMPANY IROQUOIS PIPELINE OPERATING COMPANY SAVINGS PLAN | SHELTON CT | 89 | $39.3M | $975K |
| 5 | S&S WORLDWIDE, INC. S&S WORLDWIDE, INC. 401(K) AND PROFIT SHARING PLAN | COLCHESTER CT | 220 | $19.8M | $855K |
