Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Managed Income Portfolio Class 2 in their Schedule of Assets, totaling $27.6M 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 | BALLARD SPAHR LLP BALLARD SPAHR LLP 401(K) PLAN FOR PARTNERS & EMPLOYEES | PHILADELPHIA PA | 797 | $461.3M | $8.7M |
| 2 | HAMILTON COMPANY HAMILTON COMPANY 401(K) RETIREMENT PLAN | RENO NV | 1,368 | $141.3M | $7.6M |
| 3 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN |
MIAMI FL |
| 3,912 |
| $1.2B |
| $5.5M |
| 4 | BALLARD SPAHR LLP BALLARD SPAHR LLP 401(K) PLAN FOR ASSOCIATES | PHILADELPHIA PA | 344 | $161.7M | $2.8M |
| 5 | YOKOHAMA TIRE MANUFACTURING VIRGINIA SAVINGS PLAN FOR HOURLY EMPLOYEES OF THE YOKOHAMA TIRE MANUFACTURING IN SALEM, VIRGINIA | SALEM VA | 454 | $36.9M | $2.5M |
| 6 | MAJOREL USA, INC. MAJOREL USA, INC | VALENCIA CA | 676 | $12.8M | $549K |
