Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Canada Mutual fund in their Schedule of Assets, totaling $324K 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 HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M | $218K |
| 2 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $46K |
| 3 | SAN FRANCISCO SYMPHONY CORPORATION |
SAN FRANCISCO CA |
| 829 |
| $87.1M |
| $32K |
| 4 | KLD ASSOCIATES INC. KLD ASSOCIATES INC. 401(K) PLAN | PORT JEFFERSON STATION NY | 138 | $13.1M | $16K |
| 5 | ISRAEL DISCOUNT BANK OF NEW YORK ISRAEL DISCOUNT BANK OF NEW YORK SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 676 | $165.6M | $11K |
| 6 | POPULATION SERVICES INTERNATIONAL POPULATION SERVICES INTERNATIONAL 403(B) PLAN | WASHINGTON DC | 253 | $42.7M | $1K |
