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 Collective trust in their Schedule of Assets, totaling $12.1M 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 | ZETRON, INC. ZETRON RETIREMENT PLAN | REDMOND WA | 191 | $60.0M | $3.2M |
| 2 | ROSE ACRE FARMS, INC. ROSE ACRE FARMS EMPLOYEES' 401(K) PLAN | SEYMOUR IN | 2,801 | $100.4M | $2.4M |
| 3 | MEDSTAR HEALTH, INC. MEDSTAR AFFILIATES 401(K) PLAN |
| 2,652 |
| $106.3M |
| $2.3M |
| 4 | DATACOLOR INC. RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF DATACOLOR INC. | LAWRENCEVILLE NJ | 109 | $41.8M | $2.2M |
| 5 | CARDINAL INDUSTRIAL FINISHES CARDINAL INDUSTRIAL FINISHES PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | SOUTH EL MONTE CA | 372 | $25.4M | $828K |
| 6 | BAR ASSOCIATION OF SAN FRANCISCO BASF AND JDC 401(K) PLAN. | SAN FRANCISCO CA | 142 | $16.5M | $455K |
| 7 | RXBENEFITS, INC. RXBENEFITS, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 1,105 | $61.0M | $423K |
| 8 | THERMALEX, INC. THERMALEX, INC. 401(K) PLAN | MONTGOMERY AL | 118 | $4.4M | $249K |
| 9 | GGLO, LLC 401(K) PROFIT SHARING PLAN GGLO, LLC 401(K) PROFIT SHARING PLAN | SEATTLE WA | 62 | $30.3M | $16K |
