Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Asset Manager 20% Mutual fund in their Schedule of Assets, totaling $153K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $100K |
| 2 | E.J. DEL MONTE CORPORATION DELMONTE HOTEL GROUP 401(K) PLAN | ROCHESTER NY | 600 | $16.1M | $23K |
| 3 | SAN FRANCISCO SYMPHONY CORPORATION |
SAN FRANCISCO CA |
| 829 |
| $87.1M |
| $18K |
| 4 | THE CARROLL SCHOOL THE CARROLL SCHOOL RETIREMENT PLAN | LINCOLN MA | 225 | $34.9M | $12K |
