Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Asset Mgr 50% in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE POPULATION COUNCIL, INC. RETIREMENT PLAN FOR EMPLOYEES OF THE POPULATION COUNCIL, INC. | NEW YORK NY | 208 | $232.7M | $625K |
| 2 | PUTNAM PRECISION PRODUCTS, INC. PUTNAM PRECISION PRODUCTS, INC. PROFIT SHARING 401(K) PLAN | BREWSTER NY | 101 | $11.3M | $456K |
| 3 | ARCHBISHOP MOLLOY HIGH SCHOOL |
BRIARWOOD NY |
| 115 |
| $36.2M |
| $277K |
| 4 | OAK RIDGE ASSOCIATED UNIVERSITIES OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN | OAK RIDGE TN | 1,069 | $359.2M | $42K |
| 5 | WELLESLEY COLLEGE WELLESLEY COLLEGE 403(B) RETIREMENT PLAN | WELLESLEY MA | 1,326 | $787.3M | $40K |
| 6 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | DURHAM NC | 401 | $70.7M | $26K |
| 7 | COMMUNITY HEALTH NETWORK, INC. COMMUNITY HEALTH NETWORK 403(B) RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,479 | $164.1M | $18K |
| 8 | WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN | CHARLESTON WV | 96 | $34.2M | $12K |
