Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Fidelity Managed Income Portfolio Class 2* in their Schedule of Assets, totaling $94.9M 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 | TELEDYNE TECHNOLOGIES INCORPORATED TELEDYNE TECHNOLOGIES INCORPORATED 401(K) PLAN | THOUSAND OAKS CA | 8,616 | $2.1B | $32.1M |
| 2 | BALLARD SPAHR LLP BALLARD SPAHR LLP 401(K) PLAN FOR PARTNERS & EMPLOYEES | PHILADELPHIA PA | 797 | $461.3M | $8.7M |
| 3 | HAMILTON COMPANY |
RENO NV |
| 1,368 |
| $141.3M |
| $7.6M |
| 4 | TUCSON ELECTRIC POWER COMPANY TUCSON ELECTRIC POWER COMPANY 401K | TUCSON AZ | 2,079 | $518.6M | $7.5M |
| 5 | MCCARTER & ENGLISH, LLP MCCARTER AND ENGLISH RETIREMENT AND SAVINGS PLAN | NEWARK NJ | 801 | $487.8M | $6.2M |
| 6 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $5.5M |
| 7 | JAZZ PHARMACEUTICALS, INC. JAZZ PHARMACEUTICALS, INC. 401K PLAN | PALO ALTO CA | 1,473 | $373.8M | $4.8M |
| 8 | WAKEFERN FOOD CORP. WAKEFERN FOOD CORPORATION 401(K) SAVINGS PLAN | KEASBEY NJ | 1,937 | $478.5M | $4.3M |
| 9 | THOMPSON, COE, COUSINS & IRONS, L.L.P. THOMPSON, COE, COUSINS & IRONS L.L.P. RETIREMENT PLAN | DALLAS TX | 460 | $86.6M | $4.1M |
| 10 | BALLARD SPAHR LLP BALLARD SPAHR LLP 401(K) PLAN FOR ASSOCIATES | PHILADELPHIA PA | 344 | $161.7M | $2.8M |
