Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Managed Income Portfolio Class 2 " in their Schedule of Assets, totaling $75.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DASSAULT SYSTEMES AMERICAS CORP. DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS | WALTHAM MA | 6,193 | $2.1B | $32.3M |
| 2 | ETHOSENERGY GTS HOLDINGS (US) LLC ETHOSENERGY 401(K) PLAN | HOUSTON TX | 1,342 | $337.3M | $22.1M |
| 3 | COMPUTERSHARE US SERVICES INC. COMPUTERSHARE 401(K) RETIREMENT PLAN |
CANTON MA |
| 4,479 |
| $634.8M |
| $21.0M |
| 4 | 21ST CENTURY SOFTWARE TECHNOLOGIES, INC. THE 21ST CENTURY 401(K) PLAN | BOSTON MA | 108 | $13.7M | $405K |
