Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Managed Income Portfolio in their Schedule of Assets, totaling $3.7M 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 | PRIDE TREE HOLDINGS, INC. PRIDE TREE HOLDINGS, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 94 | $23.4M | $1.6M |
| 2 | HOLSTEIN ASSOCIATION USA, INC. HOLSTEIN ASSOCIATION USA, INC. RETIREMENT SAVINGS PLAN | BRATTLEBORO VT | 88 | $25.2M | $1.5M |
| 3 | CHOREO, LLC CHOREO RETIREMENT PLAN |
CHICAGO IL |
| 227 |
| $45.7M |
| $651K |
