Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Asset Manager 40% Fund Mutual Fund in their Schedule of Assets, totaling $466K 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 | LANCASTER-BURNS CONSTRUCTION, INC. LANCASTER-BURNS CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | ROSEVILLE CA | 296 | $8.0M | $292K |
| 2 | DGPERRY, PLLC DGPERRY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST | CANFIELD IN | 129 | $13.1M | $96K |
| 3 | BODINE PERRY, LLC |
CANFIELD OH |
| 195 |
| $11.5M |
| $76K |
| 4 | OPTOMI, LLC OPTOMI, LLC 401(K) PLAN | ATLANTA GA | 2,813 | $12.3M | $1K |
