Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Managed Income Portfolio Class 2 in their Schedule of Assets, totaling $5.9M 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 | CALIFORNIA PIZZA KITCHEN, INC. CALIFORNIA PIZZA KITCHEN, INC. RETIREMENT SAVINGS PLAN | COSTA MESA CA | 6,505 | $26.9M | $3.4M |
| 2 | LEXICON PHARMACEUTICALS, INC. LEXICON PHARMACEUTICALS, INC. 401 (K) PLAN | THE WOODLANDS TX | 109 | $64.7M | $2.5M |
