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 Fund in their Schedule of Assets, totaling $28.6M 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 | DEALER TIRE, LLC DEALER TIRE LLC 401(K) SAVINGS PLAN | CLEVELAND OH | 5,871 | $419.4M | $14.8M |
| 2 | DEALER TIRE LLC DEALER TIRE LLC 401(K) SAVINGS PLAN | CLEVELAND OH | 5,554 | $274.9M | $13.7M |
| 3 | SUN AUTOMATION INC. SUN AUTOMATION INC. 401(K) PLAN |
GLEN ARM MD |
| 138 |
| $16.2M |
| $111K |
