Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Managed Income Portfolio Class II - in their Schedule of Assets, totaling $2.3M 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 | AMERICAN TOWER CORPORATION AMERICAN TOWER RETIREMENT SAVINGS PLAN | BOSTON MA | 2,436 | $522.8M | $1.5M |
| 2 | SUPERIOR READY MIX CONCRETE LP SUPERIOR READY MIX CONCRETE, L.P. PROFIT SHARING/401(K) PLAN | ESCONDIDO CA | 642 | $92.9M | $748K |
| 3 | QUANTCAST CORPORATION |
SAN FRANCISCO CA |
| 205 |
| $44.9M |
| $71K |
