Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Managed Income Portfolio II Class 1 in their Schedule of Assets, totaling $23.6M 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 | PLATINUM EQUITY, LLC PLATINUM EQUITY 401(K) PLAN | BEVERLY HILLS CA | 484 | $313.1M | $14.7M |
| 2 | HAWAIIAN TELCOM COMMUNICATIONS INC. HAWAIIAN TELCOM 401(K) PLAN FOR HOURLY EMPLOYEES | HONOLULU HI | 772 | $132.2M | $8.2M |
| 3 | LITTLE DIVERSIFIED ARCHITECTURAL CONSULTING, INC. |
CHARLOTTE NC |
| 454 |
| $78.3M |
| $716K |