Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Managed Income Portfolio Collective trust fund - in their Schedule of Assets, totaling $55.6M 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 | SEATTLE CHILDRENS HEALTHCARE SYSTEM SEATTLE CHILDREN'S HEALTHCARE SYSTEM EMPLOYEES RETIREMENT PLAN | SEATTLE WA | 10,359 | $1.5B | $21.8M |
| 2 | RAVAGO AMERICAS, LLC RAVAGO AMERICAS 401(K) SAVINGS AND PROFIT SHARING PLAN | ORLANDO FL | 2,291 | $273.9M | $10.8M |
| 3 | STELLAR BANK |
HOUSTON TX |
| 1,033 |
| $149.8M |
| $8.4M |
| 4 | NORTON ROSE FULBRIGHT US LLP NORTON ROSE FULBRIGHT US L.L.P. 401(K) AND PROFIT SHARING PLAN | HOUSTON TX | 1,876 | $1.1B | $6.2M |
| 5 | EDMENTUM EDMENTUM SAVINGS AND RETIREMENT PLAN | BLOOMINGTON MN | 1,128 | $115.4M | $2.4M |
| 6 | GRANGE INSURANCE ASSOCIATION GRANGE INSURANCE ASSOCIATION SAVINGS & INVESTMENT PLAN | SEATTLE WA | 185 | $51.5M | $2.2M |
| 7 | CHILD START, INC. CHILD START, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | NAPA CA | 255 | $9.5M | $2.0M |
| 8 | FORT WORTH TRANSPORTATION AUTHORITY RETIREMENT PLAN FORT WORTH TRANSPORTATION AUTHORITY RETIREMENT PLAN | FORT WORTH TX | 492 | $28.8M | $1.9M |
