Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Floating Rate High Income in their Schedule of Assets, totaling $821K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC 403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER | ANCHORAGE AK | 211 | $23.4M | $369K |
| 2 | GEODE CAPITAL MANAGEMENT, LLC GEODE CAPITAL MANAGEMENT, LLC RETIREMENT PLAN | BOSTON MA | 189 | $89.3M | $199K |
| 3 | SMITH COLLEGE |
NORTHAMPTON MA |
| 1,903 |
| $628.7M |
| $95K |
| 4 | WELLTOWER INC. WELLTOWER INC. RETIREMENT PLAN AND TRUST | TOLEDO OH | 651 | $104.3M | $90K |
| 5 | UROLOGY CLINICS OF NORTH TEXAS, PLLC UROLOGY CLINICS OF NORTH TEXAS, PLLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 358 | $71.5M | $58K |
| 6 | AMICA MUTUAL INSURANCE COMPANY AMICA 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 3,514 | $988.7M | $11K |