Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity – Asset Manager 50% in their Schedule of Assets, totaling $2.1M 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 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED THE HOSPITAL FOR SPECIAL SURGERY 403(B) PLAN | NEW YORK NY | 5,338 | $866.3M | $589K |
| 2 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $463K |
| 3 | DUDEK & BOCK SPRING MFG |
CHICAGO IL |
| 157 |
| $17.1M |
| $431K |
| 4 | UPHAMS CORNER HEALTH COMMITTEE, INC. UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 502 | $27.3M | $258K |
| 5 | DRIGGS, BILLS & DAY, P.C. DRIGGS BILLS & DAY P.C. 401(K) PROFIT SHARING PLAN & TRUST | SALT LAKE CITY UT | 172 | $7.6M | $252K |
| 6 | APERIA SOLUTIONS, INC. APERIA SOLUTIONS, INC. 401(K) PLAN | DALLAS TX | 140 | $11.4M | $74K |
| 7 | PALO ALTO COMMUNITY CHILD CARE PALO ALTO COMMUNITY CHILD CARE 403(B) PLAN | PALO ALTO CA | 133 | $9.6M | $73K |
| 8 | EQUITY COOPERATIVE LIVESTOCK SALES ASSOCIATION EQUITY COOPERATIVE LIVESTOCK SALES ASSOCIATION 401(K) SALARY REDUCTION PLAN AND TRUST | BARABOO WI | 269 | $8.6M | $3K |
