Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Fidelity Managed Income Portfolio II* in their Schedule of Assets, totaling $709.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AECOM AECOM DC RETIREMENT PLANS STABLE VALUE MASTER TRUST | DALLAS TX | — | $323.7M | $323.7M |
| 2 | CAPGEMINI AMERICA, INC. CAPGEMINI SAFE HARBOR 401(K) PLAN | NEW YORK NY | 11,267 | $2.5B | $103.7M |
| 3 | MOODYS CORPORATION PROFIT PARTICIPATION PLAN OF MOODY'S CORPORATION |
NEW YORK NY |
| 5,221 |
| $2.1B |
| $70.5M |
| 4 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN | MIDDLETON WI | 1,782 | $1.4B | $33.1M |
| 5 | NATIONAL BASKETBALL ASSOCIATION NBA RETIREMENT PLAN | SECAUCUS NJ | 1,834 | $760.2M | $26.4M |
| 6 | THE SCOTTS COMPANY LLC THE SCOTTS COMPANY LLC RETIREMENT SAVINGS PLAN | MARYSVILLE OH | 4,612 | $691.4M | $23.0M |
| 7 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN | MIDDLETON WI | 3,273 | $767.7M | $21.5M |
| 8 | PETROLEUM HEAT AND POWER CO., INC. RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,885 | $351.5M | $15.9M |
| 9 | FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK CT | 2,364 | $863.3M | $14.5M |
| 10 | OLDCASTLE BUILDING ENVELOPE, INC. OLDCASTLE BUILDING ENVELOPE 401(K) PLAN | DALLAS TX | 5,833 | $332.5M | $12.6M |
