Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity – Canada in their Schedule of Assets, totaling $185K 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 | $96K |
| 2 | KOCH HOLDINGS INC. KOCH AUTOMOTIVE GROUP 401(K) PLAN | EASTON PA | 771 | $13.8M | $28K |
| 3 | OAK RIDGE ASSOCIATED UNIVERSITIES OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN |
OAK RIDGE TN |
| 1,069 |
| $359.2M |
| $27K |
| 4 | WELLESLEY COLLEGE WELLESLEY COLLEGE 403(B) RETIREMENT PLAN | WELLESLEY MA | 1,326 | $787.3M | $17K |
| 5 | WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN | CHARLESTON WV | 96 | $34.2M | $8K |
| 6 | LIFESOUTH COMMUNITY BLOOD CENTERS, INC. LIFESOUTH 403(B) PLAN | GAINESVILLE FL | 1,046 | $12.0M | $5K |
| 7 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED THE HOSPITAL FOR SPECIAL SURGERY 403(B) PLAN | NEW YORK NY | 5,338 | $866.3M | $5K |
