Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Asset Manager 60% Mutual fund in their Schedule of Assets, totaling $292K 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 | MATTER SURFACES, INC. MATTER SURFACES, INC. 401(K) PLAN | STOUGHTON MA | 138 | $18.5M | $118K |
| 2 | E.J. DEL MONTE CORPORATION DELMONTE HOTEL GROUP 401(K) PLAN | ROCHESTER NY | 600 | $16.1M | $79K |
| 3 | ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC. ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN |
SACRAMENTO CA |
| 249 |
| $16.4M |
| $67K |
| 4 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $18K |
| 5 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M | $8K |
| 6 | WORK, INC. WORK, INC. 403(B) PLAN | DORCHESTER MA | 445 | $7.7M | $2K |
