Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Managed Income Portfolio Class 1 in their Schedule of Assets, totaling $7.0M 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 | PACKAGING COORDINATORS INC. PACKAGING COORDINATORS, INC. 401(K) SAVINGS PLAN | PHILADELPHIA PA | 4,091 | $188.1M | $5.1M |
| 2 | PERDUE, BRANDON, FIELDER, COLLINS AND MOTT, L.L.P. PERDUE, BRANDON, FIELDER, COLLINS AND MOTT 401(K) PLAN | HOUSTON TX | 458 | $33.7M | $1.3M |
| 3 | QUALICAPS, INC. |
WHITSETT NC |
| 103 |
| $13.5M |
| $309K |
| 4 | ACT-ON SOFTWARE, INC. ACT-ON SOFTWARE, INC. 401(K) PLAN | PORTLAND OR | 98 | $14.0M | $277K |
