Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Asset Mgr 85% in their Schedule of Assets, totaling $334K 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 | ARCHBISHOP MOLLOY HIGH SCHOOL ARCHBISHOP MOLLOY HIGH SCHOOL 403(B) PLAN | BRIARWOOD NY | 115 | $36.2M | $148K |
| 2 | OAK RIDGE ASSOCIATED UNIVERSITIES OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN | OAK RIDGE TN | 1,069 | $359.2M | $135K |
| 3 | THE POPULATION COUNCIL, INC. |
NEW YORK NY |
| 208 |
| $232.7M |
| $30K |
| 4 | COMMUNITY HEALTH NETWORK, INC. COMMUNITY HEALTH NETWORK 403(B) RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,479 | $164.1M | $15K |
| 5 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | DURHAM NC | 401 | $70.7M | $5K |