Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Asset Manager 20% Fund " in their Schedule of Assets, totaling $666K 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 | WILLIAMS INTERNATIONAL CO, LLC WILLIAMS INTERNATIONAL EMPLOYEES SAVINGS PLAN | PONTIAC MI | 2,238 | $274.2M | $424K |
| 2 | G2O, LLC G2O 401(K) SAVINGS PLAN | DUBLIN OH | 189 | $42.1M | $115K |
| 3 | EMERSON COLLEGE EMERSON COLLEGE TAX DEFERRED ANNUITY PLAN |
BOSTON MA |
| 638 |
| $242.4M |
| $55K |
| 4 | WILLIAMS INTERNATIONAL CO, LLC WILLIAMS INTERNATIONAL RESULTS BASED PENSION PLAN | PONTIAC MI | 2,224 | $58.9M | $42K |
| 5 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $29K |