Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fid Magellan Mutual fund - in their Schedule of Assets, totaling $1.6M 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 | SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 156 | $51.1M | $424K |
| 2 | WALNUT HILL SCHOOL WALNUT HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NATICK MA | 92 | $19.2M | $391K |
| 3 | FOSTER LLP |
HOUSTON TX |
| 110 |
| $21.7M |
| $199K |
| 4 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $173K |
| 5 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $166K |
| 6 | LONGY SCHOOL OF MUSIC OF BARD COLLEGE LONGY SCHOOL OF MUSIC DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE MA | 92 | $10.9M | $158K |
| 7 | SOUTH TEXAS COLLEGE OF LAW HOUSTON SOUTH TEXAS COLLEGE OF LAW HOUSTON 403(B) PLAN | HOUSTON TX | 348 | $22.0M | $125K |
| 8 | HOME OF GUIDING HANDS THE HOME OF GUIDING HANDS 403(B) PLAN | EL CAJON CA | 245 | $5.9M | $1K |
