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 Retirement 2030 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 | $1.1M |
| 2 | SENTARA HOLDINGS, INC. SENTARA 401(K) SAVINGS PLAN | VIRGINIA BEACH VA | 3,952 | $435.4M | $546K |
| 3 | SAUDER WOODWORKING CO. SAUDER WOODWORKING CO. RETIREMENT AND 401(K) PLAN |
ARCHBOLD OH |
| 1,766 |
| $335.5M |
| $166K |
| 4 | SENTARA HEALTH SENTARA 401(A) RETIREMENT PLAN | VIRGINIA BEACH VA | 21,103 | $159.8M | $19K |
