Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management Trust Company Managed Income Portfolio Class II in their Schedule of Assets, totaling $19.5M 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 | AMERICAN CHEMICAL SOCIETY AMERICAN CHEMICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 1,848 | $371.1M | $15.8M |
| 2 | SEMBLEX CORPORATION SEMBLEX CORPORATION EMPLOYEE PROFIT SHARING & 401(K) PLAN | ELMHURST IL | 307 | $29.6M | $2.7M |
| 3 | INCLUDED HEALTH, INC. |
SAN FRANCISCO CA |
| 2,022 |
| $112.1M |
| $584K |
| 4 | HASKELL & WHITE, LLP HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN | IRVINE CA | 112 | $21.6M | $389K |
