Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Fidelity** Managed Income Portfolio in their Schedule of Assets, totaling $134.9M 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 | HOUGHTON MIFFLIN HARCOURT PUBLISHING COMPANY HOUGHTON MIFFLIN 401(K) SAVINGS PLAN | BOSTON MA | 2,768 | $644.2M | $33.4M |
| 2 | CLARIOS, LLC CLARIOS RETIREMENT SAVINGS AND INVESTMENT PLAN | GLENDALE WI | 5,200 | $333.6M | $12.7M |
| 3 | BRIGHTSPRING HEALTH SERVICES BRIGHTSPRING HEALTH SERVICES RETIREMENT SAVINGS PLAN |
LOUISVILLE KY |
| 43,434 |
| $794.2M |
| $10.8M |
| 4 | ZF PASSIVE SAFETY US INC. ZF PASSIVE SAFETY US INC. 401(K) SAVINGS PLAN | WASHINGTON MI | 1,047 | $298.8M | $10.6M |
| 5 | BHI ENERGY POWER SERVICES LLC BHI ENERGY 401(K) AND PROFIT SHARING PLAN | NORWELL MA | 5,430 | $120.4M | $8.8M |
| 6 | CONTINENTAL RESOURCES, INC. CONTINENTAL RESOURCES, INC. 401(K) | OKLAHOMA CITY OK | 1,400 | $389.7M | $6.6M |
| 7 | RS AMERICAS, INC. RS AMERICAS, INC. 401(K) | FORT WORTH TX | 911 | $110.4M | $5.5M |
| 8 | MANATTS, INC. MANATTS, INC. AND AFFILIATED COMPANIES 401(K) RETIREMENT PLAN | BROOKLYN IA | 1,683 | $130.7M | $4.5M |
| 9 | GIBRALTAR STEEL CORPORATION OF NEW YORK GIBRALTAR 401(K) PLAN | BUFFALO NY | 2,116 | $175.3M | $4.2M |
| 10 | COOK & BOARDMAN GROUP, LLC THE COOK & BOARDMAN GROUP, LLC 401(K) PLAN | WINSTON SALEM NC | 2,933 | $120.1M | $4.2M |
