Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Managed Income Portfolio I in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PENNSYLVANIA MACHINE WORKS, LLC. PMW 401(K) PLAN | ASTON PA | 298 | $37.9M | $1.4M |
| 2 | THE CHANNEL COMPANY, LLC THE CHANNEL COMPANY 401(K) PLAN | NEEDHAM MA | 261 | $36.5M | $513K |
| 3 | WORLD ECONOMIC FORUM LLC WORLD ECONOMIC FORUM LLC 401(K) PLAN |
NEW YORK NY |
| 129 |
| $49.3M |
| $197K |
