Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Managed Income Portfolio II Class 3 in their Schedule of Assets, totaling $629.5M 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 | NUCOR CORPORATION NUCOR CORPORATION PROFIT SHARING AND RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 29,566 | $9.3B | $240.3M |
| 2 | NRG AFFILIATE SERVICES, INC NRG AFFILIATES EMPLOYEE SAVINGS PLAN | PRINCETON NJ | 11,745 | $2.3B | $138.4M |
| 3 | SEALED AIR CORPORATION SEALED AIR CORPORATION 401(K) AND PROFIT SHARING PLAN |
CHARLOTTE NC |
| 6,878 |
| $1.5B |
| $131.6M |
| 4 | UNUM GROUP UNUM GROUP 401K RETIREMENT PLAN | PORTLAND ME | 9,413 | $2.5B | $119.2M |