Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Asset Manager® 50% Fund " in their Schedule of Assets, totaling $3.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | YOKOHAMA TIRE MANUFACTURING VIRGINIA SAVINGS PLAN FOR HOURLY EMPLOYEES OF THE YOKOHAMA TIRE MANUFACTURING IN SALEM, VIRGINIA | SALEM VA | 454 | $36.9M | $1.3M |
| 2 | QUANTIPHI, INC. QUANTIPHI, INC. 401(K) RETIREMENT PLAN | MARLBOROUGH MA | 198 | $3.9M | $930K |
| 3 | GEO. BYERS SONS HOLDING, INC. |
COLUMBUS OH |
| 750 |
| $50.4M |
| $518K |
| 4 | ADVANTAGE MANAGEMENT CORPORATION THE PROFIT SHARING PLUS PLAN (THE PLAN) OF ADVANTAGE MANAGEMENT CORPORATION | EAGAN MN | 1,332 | $54.6M | $474K |
| 5 | NATIONAL OUTDOOR LEADERSHIP SCHOOL NATIONAL OUTDOOR LEADERSHIP SCHOOL TAX SHELTERED ANNUITY PLAN | LANDER WY | 764 | $19.0M | $36K |
| 6 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $17K |
