Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Managed Income Portfolio, at fair value in their Schedule of Assets, totaling $4.7M 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 | THE PAPE' GROUP, INC. THE PAPE' GROUP, INC. PROFIT SHARING 401(K) PLAN | EUGENE OR | 4,462 | $441.8M | $3.7M |
| 2 | NITERRA NORTH AMERICA, INC. NITERRA NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | WIXOM MI | 749 | $82.2M | $966K |
