Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fidelity Managed Income Portfolio - in their Schedule of Assets, totaling $18.3M 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 | SUSQUEHANNA INTERNATIONAL GROUP, LLP SUSQUEHANNA INTERNATIONAL GROUP, LLP 401(K) PROFIT SHARING PLAN | BALA CYNWYD PA | 2,080 | $934.5M | $8.3M |
| 2 | YAMAHA CORPORATION OF AMERICA YAMAHA CORPORATION OF AMERICA RETIREMENT SAVINGS PLAN | BUENA PARK CA | 438 | $130.3M | $5.9M |
| 3 | V-T INDUSTRIES, INC. |
HOLSTEIN IA |
| 1,739 |
| $110.6M |
| $2.4M |
| 4 | AEROVIAS DE MEXICO, S.A. DE C.V. AEROVIAS DE MEXICO, S.A. DE C.V. 401(K) RETIREMENT PLAN | ATLANTA GA | 112 | $10.0M | $775K |
| 5 | LIFEPOINT HEALTH, INC. LIFEPOINT HEALTH, INC. RETIREMENT PLAN | BRENTWOOD TN | 53,062 | $2.6B | $716K |
| 6 | FARM JOURNAL, INC. FARM JOURNAL, INC. 401(K) SAVINGS PLAN | KANSAS CITY MO | 260 | $29.4M | $174K |
| 7 | CONTINENTAL AEROSPACE TECHNOLOGIES, INC. CONTINENTAL AEROSPACE TECHNOLOGIES, INC. UNION 401(K) PLAN | MOBILE AL | 226 | $11.3M | $46K |
