Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Managed Income Portfolio II Class 2 in their Schedule of Assets, totaling $62.7M 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 | ESSENTIAL HOLDING AMERICA, LLC SOLVAY US COMPANIES 401(K) PLAN | PRINCETON NJ | 901 | $432.7M | $46.8M |
| 2 | HARDEL MUTUAL PLYWOOD CORP. HARDEL MUTUAL PLYWOOD CORPORATION 401(K) PROFIT SHARING PLAN | CHEHALIS WA | 236 | $39.1M | $9.6M |
| 3 | JONES WALKER LLP JONES WALKER LLP PROFIT SHARING RETIREMENT PLAN |
NEW ORLEANS LA |
| 646 |
| $474.3M |
| $5.4M |
| 4 | HURON VALLEY RADIOLOGY, P.C. HURON VALLEY RADIOLOGY, P.C. EMPLOYEES' RETIREMENT SAVINGS PLAN | YPSILANTI MI | 96 | $92.0M | $536K |
| 5 | UNITED SCENIC ARTISTS, LOCAL 829 UNITED SCENIC ARTISTS LOCAL 829 RETIREMENT 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 2,519 | $217.5M | $320K |
