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 2025 Fund Class K6 in their Schedule of Assets, totaling $1.9M 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 | $1.9M |
| 2 | SENTARA HOLDINGS, INC. SENTARA 401(K) SAVINGS PLAN | VIRGINIA BEACH VA | 3,952 | $435.4M | $53K |
