Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Asset Manager 85% Fund " in their Schedule of Assets, totaling $411K 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 | WILLIAMS INTERNATIONAL CO, LLC WILLIAMS INTERNATIONAL EMPLOYEES SAVINGS PLAN | PONTIAC MI | 2,238 | $274.2M | $234K |
| 2 | NEW ENGLAND AQUARIUM NEW ENGLAND AQUARIUM CORPORATION 403(B) TAX SHELTERED ANNUITY PLAN | BOSTON MA | 273 | $18.2M | $91K |
| 3 | WILLIAMS INTERNATIONAL CO, LLC |
PONTIAC MI |
| 2,224 |
| $58.9M |
| $36K |
| 4 | NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN | WASHINGTON DC | 90 | $16.8M | $24K |
| 5 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $15K |
| 6 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $12K |
