Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Managed Income Portfolio Class I in their Schedule of Assets, totaling $5.2M 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 | AMWAY HOTEL CORPORATION AMWAY HOTEL CORPORATION 401(K) RETIREMENT AND SAVINGS PLAN | GRAND RAPIDS MI | 1,305 | $52.0M | $3.4M |
| 2 | SPRINGBROOK NY, INC. SPRINGBROOK EMPLOYEES 401(K) PLAN | ONEONTA NY | 1,583 | $44.8M | $990K |
| 3 | HTI CYBERNETICS HTI CYBERNETICS, INC. 401(K) PLAN |
STERLING HEIGHTS MI |
| 155 |
| $6.3M |
| $765K |
