Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Fidelity** Managed Income Portfolio Class 1 in their Schedule of Assets, totaling $44.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HAVAS NORTH AMERICA, INC. HAVAS NORTH AMERICA 401(K) RETIREMENT PLAN | NEW YORK NY | 3,458 | $670.3M | $8.0M |
| 2 | CONMED CORPORATION CONMED CORPORATION RETIREMENT SAVINGS PLAN | LARGO FL | 2,181 | $341.8M | $7.6M |
| 3 | AMERICAN RENAL MANAGEMENT LLC AMERICAN RENAL MANAGEMENT LLC 401(K) PLAN |
BEVERLY MA |
| 4,516 |
| $133.9M |
| $4.6M |
| 4 | HOVNANIAN ENTERPRISES, INC. HOVNANIAN SAVINGS AND INVESTMENT RETIREMENT PLAN | MATAWAN NJ | 1,967 | $438.8M | $3.3M |
| 5 | THE VANE BROTHERS COMPANY THE VANE BROTHERS COMPANY RETIREMENT SAVINGS PLAN | BALTIMORE MD | 781 | $94.6M | $3.2M |
| 6 | TMF HEALTH QUALITY INSTITUTE TMF HEALTH QUALITY INSTITUTE 401(K) RETIREMENT SAVINGS PLAN | AUSTIN TX | 712 | $79.2M | $2.6M |
| 7 | C.L. THOMAS, INC. C.L. THOMAS, INC. 401(K) PROFIT SHARING PLAN | VICTORIA TX | 1,164 | $28.9M | $1.6M |
| 8 | HOME BUILDERS INSTITUTE HOME BUILDERS INSTITUTE PENSION AND PROFIT SHARING PLAN | WASHINGTON DC | 255 | $23.8M | $1.4M |
| 9 | LAUREN CONCRETE, INC. CONCRETE AND AGGREGATE EMPLOYEES 401(K) PLAN | ROUND ROCK TX | 552 | $15.6M | $1.2M |
| 10 | MACLELLAN INTEGRATED SERVICES MACLELLAN INTEGRATED SERVICES RETIREMENT PLAN | LEXINGTON KY | 1,067 | $24.1M | $1.1M |
