Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Managed Retirement 2035 Fund Class K6 in their Schedule of Assets, totaling $1.6M 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 | $1.4M |
| 2 | SAUDER WOODWORKING CO. SAUDER WOODWORKING CO. RETIREMENT AND 401(K) PLAN | ARCHBOLD OH | 1,766 | $335.5M | $146K |
| 3 | SENTARA HOLDINGS, INC. SENTARA 401(K) SAVINGS PLAN |
VIRGINIA BEACH VA |
| 3,952 |
| $435.4M |
| $1K |
