Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Interest in Common Collective Trust * Fidelity Investments Managed Income Portfolio Fund in their Schedule of Assets, totaling $300K 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 | ATKINS & PEARCE 401(K) PLAN ATKINS & PEARCE 401 (K) PLAN | COVINGTON KY | 290 | $8.1M | $300K |
