Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Management Trust Company Managed Income Portfolio Class 1 in their Schedule of Assets, totaling $16.0M 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 | EG RETAIL (AMERICA) LLC EG AMERICA EMPLOYEE SAVINGS PLAN | WESTBOROUGH MA | 16,690 | $337.9M | $12.7M |
| 2 | LABATT FOOD SERVICE LABATT FOOD SERVICE EMPLOYEES' PROFIT SHARING PLAN | SAN ANTONIO TX | 1,586 | $83.3M | $1.4M |
| 3 | 4EARTH FARMS, LLC 4EARTH FARMS RETIREMENT PLAN |
LOS ANGELES CA |
| 362 |
| $16.1M |
| $670K |
| 4 | NEW ERA CAP, LLC NEW ERA CAP, LLC SAVINGS & RETIREMENT PLAN FOR MANAGEMENT AND ADMINISTRATIVE EMPLOYEES | BUFFALO NY | 553 | $70.8M | $649K |
| 5 | LA CAVA, JACOBSON & GOODIS, P.A. LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST | TAMPA FL | 179 | $12.7M | $301K |
| 6 | ORTHOPAEDIC SURGERY & SPORTS MEDICINE SPECIALISTS, P.C. ORTHOPAEDIC AND SPINE CENTER 401(K) PROFIT SHARING PLAN | NEWPORT NEWS VA | 101 | $25.0M | $135K |
| 7 | VON TOBEL CORPORATION VON TOBEL LUMBER RETIREMENT SAVINGS PLAN | VALPARAISO IN | 157 | $11.9M | $53K |
| 8 | NORR LLC NORR LLC 401(K) PLAN | DETROIT MI | 246 | $27.7M | $24K |
