Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments* Fidelity Managed Income Portfolio II in their Schedule of Assets, totaling $36.4M 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 | CDW LLC CDW COWORKERS' PROFIT SHARING PLAN | VERNON HILLS IL | 11,353 | $2.3B | $30.4M |
| 2 | YUSEN LOGISTICS (AMERICAS) INC. YUSEN LOGISTICS (AMERICAS) INC 401K PLAN | SECAUCUS NJ | 2,088 | $149.9M | $3.0M |
| 3 | INDORAMA VENTURES OXIDES LLC INDORAMA VENTURES 401(K) PLAN |
THE WOODLANDS TX |
| 1,012 |
| $159.8M |
| $2.0M |
| 4 | INDORAMA VENTURES INDORAMA VENTURES 401(K) PLAN - INTERMEDIATE CHEMICALS | THE WODDLANDS TX | 218 | $24.9M | $1.1M |
