Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fid Asset Mgr 60% Mutual Fund in their Schedule of Assets, totaling $1.0M 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 | JANUS RESEARCH GROUP, LLC JANUS RESEARCH GROUP 401(K) PLAN | EVANS GA | 597 | $62.1M | $761K |
| 2 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $127K |
| 3 | SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. |
SAN DIEGO CA |
| 156 |
| $51.1M |
| $90K |
| 4 | BOSTON FOUNDATION, INC. BOSTON FOUNDATION 403(B) PLAN | BOSTON MA | 126 | $31.2M | $29K |
