Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Asset Mgr 50% Mutual Fund in their Schedule of Assets, totaling $468K 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 | UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN | BIRMINGHAM AL | 5,019 | $1.6B | $380K |
| 2 | HOME FOR AGED WOMEN, INC. D/B/A GODDARD HOUSE GODDARD HOUSE RETIREMENT PLAN | BROOKLINE MA | 131 | $1.7M | $45K |
| 3 | PATHWAYS IN EDUCATION, INC. |
PASADENA CA |
| 0 |
| $0 |
| $43K |
