Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Investments: *Managed Income Portfolio in their Schedule of Assets, totaling $89.5M 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 | LVMH INC. LVMH AFFILIATES' 401(K) PLAN | NEW YORK NY | 12,956 | $1.1B | $24.0M |
| 2 | OREGON TOOL, INC. OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN | PORTLAND OR | 924 | $295.3M | $23.4M |
| 3 | MH SUB I LLC MH SUB I, LLC 401(K) PLAN |
| 4,909 |
| $808.3M |
| $14.6M |
| 4 | HELIGEAR ACQUISITION CO DBA NORTHSTAR AEROSPACE CH NORTHSTAR AEROSPACE (USA) VOLUNTARY SAVINGS PLAN | BEDFORD PARK IL | 299 | $52.8M | $11.9M |
| 5 | LVMH INC. LVMH AFFILIATES' 401(K) PLAN, WINES & SPIRITS | NEW YORK NY | 901 | $166.1M | $4.8M |
| 6 | AXIENT, LLC AXIENT 401(K) PLAN | HUNTSVILLE AL | 1,796 | $318.8M | $2.8M |
| 7 | COMMVAULT SYSTEMS, INC. COMMVAULT SYSTEMS, INC. 401K PLAN | TINTON FALLS NJ | 1,241 | $290.1M | $2.6M |
| 8 | MMGL HOLDCO LLC MMGL 401(K) PLAN | SEATTLE WA | 81 | $30.5M | $2.3M |
| 9 | VAISALA INC. VAISALA INC. 401(K) PLAN | LOUISVILLE CO | 374 | $85.9M | $1.7M |
| 10 | NORMANDEAU ASSOCIATES, INC. NORMANDEAU ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | BEDFORD NH | 122 | $33.2M | $843K |
