Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Floating Rate High Income Fund Registered Investment Company in their Schedule of Assets, totaling $632K 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 | QATALYST GROUP LP QATALYST GROUP LP 401(K) PLAN | SAN FRANCISCO CA | 82 | $55.4M | $228K |
| 2 | TRANSGROUP EXPRESS, LLC TRANSGROUP 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 665 | $28.3M | $211K |
| 3 | PLAYHOUSE SQUARE FOUNDATION PLAYHOUSE SQUARE FOUNDATION 401(K) PLAN |
CLEVELAND OH |
| 455 |
| $24.6M |
| $176K |
| 4 | FIGMA, INC. FIGMA, INC. 401(K) PLAN | SAN FRANCISCO CA | 1,266 | $100.9M | $17K |
