Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Convertible Securities in their Schedule of Assets, totaling $297K 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 | UPHAMS CORNER HEALTH COMMITTEE, INC. UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 502 | $27.3M | $149K |
| 2 | NWR SERVICES, LLC NORTHWOOD RAVIN 401(K) PLAN | CHARLOTTE NC | 416 | $14.4M | $139K |
| 3 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN |
NORTHAMPTON MA |
| 1,903 |
| $628.7M |
| $9K |
