Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Asset Manager 50% Mutual fund in their Schedule of Assets, totaling $3.2M 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 | GENERAL CREDIT FORMS, INC. GENERAL CREDIT FORMS, INC. 401(K) PROFIT SHARING PLAN | EARTH CITY MO | 249 | $48.9M | $1.5M |
| 2 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $652K |
| 3 | ATTORNEYS' LIABILITY ASSURANCE SOCIETY LTD., A RISK RETENTION GROUP |
CHICAGO IL |
| 105 |
| $58.4M |
| $401K |
| 4 | MARLBOROUGH SCHOOL MARLBOROUGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 146 | $59.6M | $254K |
| 5 | POPULATION SERVICES INTERNATIONAL POPULATION SERVICES INTERNATIONAL 403(B) PLAN | WASHINGTON DC | 253 | $42.7M | $165K |
| 6 | TAUBENSEE STEEL & WIRE TAUBENSEE STEEL AND WIRE COMPANY RETIREMENT PLAN | WHEELING IL | 191 | $18.5M | $107K |
| 7 | CONSERVATION LAW FOUNDATION, INC. CLF RETIREMENT PLAN | BOSTON MA | 144 | $18.1M | $44K |
| 8 | LEARNING CENTER FOR THE DEAF THE LEARNING CENTER FOR THE DEAF 403(B) PLAN | FRAMINGHAM MA | 369 | $26.1M | $43K |
| 9 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $4K |
