Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Managed Income Portfolio Fund in their Schedule of Assets, totaling $11.5M 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 | LEGO SYSTEMS, INC LEGO U.S. RETIREMENT PLAN | ENFIELD CT | 4,104 | $429.2M | $11.1M |
| 2 | ATR INTERNATIONAL INC. ATR INTERNATIONAL INC. 401(K) PLAN | SANTA CLARA CA | 159 | $16.8M | $414K |
