Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Management Trust Company* Fidelity Managed Income Portfolio in their Schedule of Assets, totaling $51.0M 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 | TERUMO AMERICAS HOLDING, INC. TERUMO EMPLOYEE SAVINGS AND INVESTMENT PLAN | SOMERSET NJ | 3,820 | $836.4M | $30.6M |
| 2 | PURDUE PHARMA L.P. PURDUE PHARMA L.P. AND PARTICIPATING ASSOCIATED COMPANIES RETIREMENT SAVINGS 401(K) PLAN | STAMFORD CT | 501 | $455.1M | $8.4M |
| 3 | DFCU FINANCIAL |
DEARBORN MI |
| 626 |
| $130.7M |
| $4.6M |
| 4 | TAYLOR, WISEMAN & TAYLOR TAYLOR, WISEMAN & TAYLOR 401(K) RETIREMENT SAVINGS PLAN | MT. LAUREL NJ | 113 | $38.5M | $1.7M |
| 5 | WISE BUSINESS FORMS WISE BUSINESS FORMS, INC 401(K) PROFIT SHARING PLAN & TRUST | ALPHARETTA GA | 253 | $18.6M | $1.5M |
| 6 | CONDUCTIX, INC. CONDUCTIX, INC. PROFIT SHARING PLAN | OMAHA NE | 358 | $42.9M | $1.1M |
| 7 | ROCKFORD CORPORATION ROCKFORD CORPORATION 401(K) RETIREMENT SAVINGS PLAN | TEMPE AZ | 108 | $21.9M | $827K |
| 8 | FRANCO MANUFACTURING CO., INC. FRANCO MANUFACTURING 401K & PROFIT SHARING PLAN | METUCHEN NJ | 183 | $27.5M | $654K |
| 9 | FUELCELL ENERGY, INC. FUELCELL ENERGY INC. CAPITAL ACCUMULATION PLAN | DANBURY CT | 416 | $84.4M | $622K |
| 10 | INCHARGE INSTITUTE OF AMERICA, INC INCHARGE INSTITUTE 401(K) PLAN AND TRUST | ORLANDO FL | 117 | $10.3M | $389K |
