Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Collective Trust Fund * Fidelity Management Trust Company Managed Income Portfolio II Fund in their Schedule of Assets, totaling $7.0M 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 | THE BALDWIN GROUP COLLEAGUE, INC. THE BALDWIN GROUP COLLEAGUE, INC. 401(K) PLAN | TAMPA FL | 4,121 | $295.1M | $7.0M |
