Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity® Managed Income Portfolio Class II in their Schedule of Assets, totaling $25.9M 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 | YAMAHA MOTOR CORPORATION, U.S.A. YMUS AND AFFILIATES 401(K) PLAN | CYPRESS CA | 3,023 | $325.7M | $19.5M |
| 2 | KORTE CONSTRUCTION COMPANY THE RALPH KORTE ENTERPRISES PROFIT-SHARING/THRIFT PLAN | HIGHLAND IL | 218 | $52.8M | $2.4M |
| 3 | THE CITIZENS BANK OF PHILADELPHIA |
PHILADELPHIA MS |
| 289 |
| $30.5M |
| $1.4M |
| 4 | IH ENGINEERS, PC IH ENGINEERS 401(K) TRUST | PRINCETON NJ | 91 | $17.7M | $1.0M |
| 5 | DRIVETIME AUTOMOTIVE GROUP INC DRIVETIME 401(K) PLAN | TEMPE AZ | 5,541 | $161.5M | $590K |
| 6 | THE SHUBERT ORGANIZATION, INC. SHUBERT 401(K) SAVINGS PLAN | NEW YORK NY | 391 | $81.4M | $586K |
| 7 | BOWERY REAL ESTATE SYSTEMS, INC. BOWERY 401(K) PLAN | NEW YORK NY | 102 | $6.4M | $372K |
| 8 | AGILOFT, INC. AGILOFT, INC. 401(K) PLAN | REDWOOD CITY CA | 236 | $11.5M | $27K |
| 9 | GERALD METALS LLC GERALD METALS LLC & SUBSIDIARIES 401(K) PROFIT SHARING PLAN | STAMFORD CT | 108 | $41.6M | $7K |
