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 Mutual fund in their Schedule of Assets, totaling $636K 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 | PAE CONSULTING ENGINEERS, INC. PAE CONSULTING ENGINEERS, INC. PROFIT SHARING AND EMPLOYEES SAVINGS PLAN | PORTLAND OR | 391 | $76.0M | $329K |
| 2 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $176K |
| 3 | SACRED HEART UNIVERSITY INCORPORATED |
FAIRFIELD CT |
| 4,574 |
| $307.5M |
| $123K |
| 4 | BARRINGTON MEDIA GROUP LLC BARRINGTON MEDIA GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | SHELTON CT | 125 | $8.9M | $8K |