Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Asset Manager in their Schedule of Assets, totaling $368K 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 | THE IVYMOUNT SCHOOL, INC. THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN | ROCKVILLE MD | 275 | $24.8M | $147K |
| 2 | ST LUKE LUTHERAN HOME FOR THE AGING ST LUKE LUTHERAN HOME FOR THE AGING EMPLOYEE RETIREMENT PLAN | NORTH CANTON OH | 198 | $6.3M | $49K |
| 3 | WHITE PLAINS HOSPITAL CENTER C/O HUMAN RESOURCE COMMITTEE |
WHITE PLAINS NY |
| 463 |
| $66.1M |
| $46K |
| 4 | COMMUNITY HEALTH NETWORK, INC. COMMUNITY HEALTH NETWORK 403(B) RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,479 | $164.1M | $44K |
| 5 | LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN | VENTURA CA | 214 | $10.0M | $42K |
| 6 | AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC RETIREMENT PLAN | FORT WAYNE IN | 159 | $7.2M | $30K |
| 7 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $11K |
