Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity FID ASSET MGR 50% in their Schedule of Assets, totaling $1.8M 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 | ROUX ASSOCIATES, INC. ROUX ASSOCIATES, INC. PROFIT SHARING/401K PLAN | ISLANDIA NY | 440 | $109.6M | $1.4M |
| 2 | PHILLIPS BROOKS SCHOOL PHILLIPS BROOKS SCHOOL 403(B) DC PLAN | MENLO PARK CA | 81 | $16.5M | $397K |
| 3 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION |
RICHMOND VA |
| 6,105 |
| $1.3B |
| $18K |
