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 Retirement 2015 Fund - Class K6 in their Schedule of Assets, totaling $60K 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 | SENTARA HEALTH SENTARA 403(B) SAVINGS PLAN | VIRGINIA BEACH VA | 30,766 | $3.7B | $53K |
| 2 | SENTARA HEALTH SENTARA 401(A) RETIREMENT PLAN | VIRGINIA BEACH VA | 21,103 | $159.8M | $7K |
