Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Management Trust Company** Managed Income Portfolio Class 2 in their Schedule of Assets, totaling $67.5M 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 | TESTING HOLDINGS USA, INC. ITS USA RETIREMENT SAVINGS PLAN | THE WOODLANDS TX | 6,346 | $811.3M | $28.3M |
| 2 | BARNES & NOBLE EDUCATION, INC. BARNES & NOBLE EDUCATION 401(K) PLAN | BASKING RIDGE NJ | 2,639 | $240.3M | $11.9M |
| 3 | ILITCH HOLDINGS, INC. ILITCH HOLDINGS 401(K) PLAN |
DETROIT MI |
| 4,784 |
| $307.1M |
| $9.5M |
| 4 | ENERFLEX INC. ENERFLEX INC. AND SUBSIDIARIES MATCHED SAVINGS PLAN | HOUSTON TX | 1,257 | $124.4M | $8.8M |
| 5 | VARSITY LINCOLN INC VARSITY LINCOLN 401(K) PLAN | NOVI MI | 155 | $19.2M | $2.6M |
| 6 | ETHOSENERGY GTS HOLDINGS (US), LLC ETHOSENERGY (WEST), INC. PLAN | HOUSTON TX | 243 | $44.3M | $2.5M |
| 7 | CREATIVE WERKS LLC CREATIVE WERKS LLC RETIREMENT PLAN | ELK GROVE VILLAGE IL | 326 | $14.5M | $1.6M |
| 8 | CHILDREN'S SPECIALTY GROUP, PLLC CHILDREN'S SPECIALTY GROUP, PLLC 401(K) PROFIT SHARING PLAN | NORFOLK VA | 499 | $222.3M | $1.1M |
| 9 | STANFORD BROTHERS, INC DBA VARSITY FORD VARSITY FORD 401K PLAN | ANN ARBOR MI | 175 | $26.9M | $793K |
| 10 | ELLIOTT DAVIS, LLC ELLIOTT DAVIS 401(K) RETIREMENT PLAN | GREENVILLE SC | 886 | $145.5M | $204K |
