Fidelity Management Trust Company (EIN 04-3022712) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 16 filings report $246.0B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Fidelity Growth Company Commingled Pool | 135 | 0 | $104.3B |
| Fidelity Contrafund Commingled Pool | 133 | 0 | $65.5B |
| Fidelity Short Intermediate Enhanced Commingled Pool | 209 | 0 | $20.6B |
| Fidelity Blue CHIP Growth Commingled Pool | 142 | 0 | $14.8B |
| Managed Income Portfolio II Commingled Pool |
04-3022712 is the Employer Identification Number (EIN) Fidelity Management Trust Company reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on Massachusetts EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| 025 |
| 0 |
| $13.4B |
| Fidelity Diversified International Commingled Pool | 134 | 0 | $8.2B |
| Fidelity OTC Commingled Pool | 143 | 0 | $5.9B |
| Fidelity LOW-Priced Stock Commingled Pool | 132 | 0 | $4.8B |
| Managed Income Portfolio Commingled Pool | 024 | 0 | $4.7B |
| Fidelity International Discovery Commingled Pool | 138 | 0 | $873.6M |
| Fidelity Magellan Commingled Pool | 149 | 0 | $844.9M |
| Fidelity Advisor Stable Value Portfolio Commingled Pool | 026 | 0 | $702.1M |
| Fidelity Short Intermediate Commingled Pool | 096 | 0 | $685.5M |
| Fidelity Mid Cap Stock Commingled Pool | 144 | 0 | $444.9M |
| Fidelity Short Intermediate Prime Commingled Pool | 056 | 0 | $323.3M |
| Fidelity Equity Income Commingled Pool | 148 | 0 | $91K |
