Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Managed Income Portfolio Class 2*** in their Schedule of Assets, totaling $37.3M 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 FRIEDKIN GROUP, INC. FRIEDKIN SAVINGS AND INVESTMENT PLAN | HOUSTON TX | 2,702 | $411.0M | $21.2M |
| 2 | SAUDER WOODWORKING CO. SAUDER WOODWORKING CO. RETIREMENT AND 401(K) PLAN | ARCHBOLD OH | 1,766 | $335.5M | $6.8M |
| 3 | SUNRIDER INTERNATIONAL SUNRIDER INTERNATIONAL RETIREMENT SAVINGS PLAN |
TORRANCE CA |
| 166 |
| $53.1M |
| $4.9M |
| 4 | STARFISH HOLDINGS, INC. STARFISH HOLDINGS 401K RETIREMENT PLAN | HUNTSVILLE AL | 1,876 | $303.8M | $2.4M |
| 5 | SAUER HOLDINGS, INC. SAUER HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN | MCKEES ROCKS PA | 414 | $54.4M | $1.6M |
| 6 | CAREFLITE CAREFLITE 401(K) PLAN | GRAND PRAIRIE TX | 640 | $42.9M | $276K |
| 7 | BLACK FOREST VENTURES, LLC BLACK FOREST 401(K) PLAN | THE WOODLANDS TX | 666 | $21.8M | $95K |
