Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Asset Manager Mutual fund in their Schedule of Assets, totaling $567K 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 | THE WHITNEY ACADEMY, INC. THE WHITNEY ACADEMY, INC. TDA PLAN | EAST FREETOWN MA | 166 | $5.8M | $320K |
| 2 | PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND TAX SHELTERED ANNUITY PLAN | COLCHESTER VT | 215 | $14.3M | $148K |
| 3 | RECREATION CENTERS OF SUN CITY, INC. |
SUN CITY AZ |
| 498 |
| $3.0M |
| $73K |
| 4 | OPEN SKY COMMUNITY SERVICES, INC. OPEN SKY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN | WORCESTER MA | 1,379 | $34.4M | $12K |
| 5 | CALAIS COMMUNITY HOSPITAL CALAIS COMMUNITY HOSPITAL TAX SHELTERED ANNUITY PLAN | CALAIS ME | 205 | $12.6M | $8K |
| 6 | DEACONESS HEALTH SYSTEM, INC. DEACONESS HEALTH SYSTEM, INC. TAX SHELTERED ANNUITY THRIFT PLAN | EVANSVILLE IN | 526 | $18.9M | $5K |
