Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FID Magellan in their Schedule of Assets, totaling $4.0M 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 | PAXTON MEDIA GROUP LLC PAXTON MEDIA GROUP LLC EMPLOYEE RETIREMENT SAVING | PADUCAH KY | 876 | $60.6M | $2.2M |
| 2 | MONMOUTH UNIVERSITY, INC. MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LONG BRANCH NJ | 966 | $359.0M | $608K |
| 3 | JACO OIL COMPANY |
BAKERSFIELD CA |
| 166 |
| $11.0M |
| $517K |
| 4 | HAMILTON COLLEGE HAMILTON COLLEGE 403(B) RETIREMENT PLAN | CLINTON NY | 772 | $351.8M | $474K |
| 5 | DETROIT SYMPHONY ORCHESTRA, INC. DETROIT SYMPHONY ORCHESTRA, INC. NON-MUSICIANS' TAX DEFERRED ACCOUNT PLAN | DETROIT MI | 94 | $5.2M | $118K |
| 6 | FOCUS ON THE FAMILY FOCUS ON THE FAMILY 403(B) PLAN | COLORADO SPRINGS CO | 678 | $75.0M | $28K |
