Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Managed Income Portfolio, Class 2 Common/Collective Trust in their Schedule of Assets, totaling $42.9M 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 | WACHTELL, LIPTON, ROSEN & KATZ WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN | NEW YORK NY | 660 | $638.7M | $20.6M |
| 2 | SUNCOR ENERGY (U.S.A.) INC. SUNCOR ENERGY 401(K) SAVINGS PLAN | DENVER CO | 618 | $200.3M | $8.2M |
| 3 | DRUMMOND, WOODSUM & MACMAHON, P.A. DRUMMOND, WOODSUM & MACMAHON, P.A. PROFIT SHARING PLAN |
PORTLAND ME |
| 187 |
| $90.0M |
| $4.1M |
| 4 | KELLEY DRYE & WARREN LLP KELLEY DRYE & WARREN LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 556 | $442.3M | $2.9M |
| 5 | GOLDENTREE ASSET MANAGEMENT, LP GOLDENTREE ASSET MANAGEMENT RETIREMENT PLAN | NEW YORK NY | 282 | $75.3M | $2.0M |
| 6 | DECIPHERA PHARMACEUTICALS, LLC DECIPHERA 401(K) PLAN | WALTHAM MA | 332 | $57.0M | $1.8M |
| 7 | ARNOLD MAGNETIC TECHNOLOGIES CORPORATION THE ARNOLD MAGNETIC TECHNOLOGIES CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN | ROCHESTER NY | 360 | $28.9M | $1.5M |
| 8 | TDK U.S.A. CORPORATION TDK U.S.A CORPORATION SAVINGS PLAN | UNIONDALE NY | 682 | $222.2M | $966K |
| 9 | FORD AUDIO-VIDEO SYSTEMS, LLC FORD AUDIO-VIDEO SYSTEMS, LLC 401(K) RETIREMENT PLAN | OKLAHOMA CITY OK | 545 | $30.6M | $274K |
| 10 | PAGERDUTY, INC. PAGERDUTY 401(K) PLAN | SAN FRANCISCO CA | 697 | $87.6M | $250K |
