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 Class I in their Schedule of Assets, totaling $3.1M 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 | SCHRODINGER, INC. SCHRODINGER, INC. 401(K) PROFIT SHARING PLAN & TRUST | PORTLAND OR | 652 | $134.5M | $2.3M |
| 2 | CEG GROUP, INC. CONSULTING ENGINEERS GROUP EMPLOYEES' PROFIT SHARING PLAN | MT PROSPECT IL | 128 | $31.5M | $807K |
