Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Investments Fidelity Managed Income Portfolio in their Schedule of Assets, totaling $51.7M 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 | EISAI CORPORATION OF NORTH AMERICA THE EISAI RETIREMENT PLAN | NUTLEY NJ | 1,779 | $927.2M | $35.3M |
| 2 | HASCO - SMOKER CRAFT, INC. HASCO 401K PLAN AND TRUST | NEW PARIS IN | 547 | $34.8M | $3.2M |
| 3 | DELTA DENTAL OF NEW JERSEY, INC. DELTA DENTAL OF NEW JERSEY 401(K) AND PROFIT SHARING PLAN |
PARSIPPANY NJ |
| 284 |
| $67.3M |
| $2.7M |
| 4 | CONVATEC INC. CONVATEC INC. SAVINGS AND INVESTMENT PLAN | BRIDGEWATER NJ | 1,399 | $239.4M | $1.9M |
| 5 | LATHAM POOL PRODUCTS, INC. LATHAM POOL PRODUCTS, INC. 401(K) SAVINGS PLAN | LATHAM NY | 1,442 | $56.4M | $1.6M |
| 6 | TRANSERVICE LOGISTICS, INC. TRANSERVICE RETIREMENT PLAN FOR NON-UNION EMPLOYEES | NEW HYDE PARK NC | 368 | $27.9M | $1.6M |
| 7 | TRI-STARR MANAGEMENT SERVICES, INC LEGACY 401(K) PLAN | FRANKLIN IN | 1,098 | $38.6M | $1.3M |
| 8 | REDWIRE REDWIRE 401(K) PLAN | JACKSONVILLE FL | 618 | $65.4M | $1.1M |
| 9 | TRANSERVICE LOGISTICS, INC. TRANSERVICE RETIREMENT PLAN | LAKE SUCESS NY | 314 | $11.3M | $1.0M |
| 10 | LAMPS PLUS INC LAMPS PLUS 401(K) PLAN | CHATSWORTH CA | 812 | $58.6M | $945K |
