Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Collective trusts * Fidelity Investments Managed Income Portfolio II Class 4 in their Schedule of Assets, totaling $83.7M 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 | WOLTERS KLUWER UNITED STATES, INC. WOLTERS KLUWER 401(K) PLAN | RIVERWOODS IL | 8,693 | $2.4B | $83.7M |
