Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fidelity Asset Manager - in their Schedule of Assets, totaling $2.7M 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 FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 278 | $22.1M | $971K |
| 2 | THE FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 236 | $16.6M | $844K |
| 3 | FOX-ROWDEN-MCBRAYER, LLC FRM 401(K) RETIREMENT PLAN |
BUFORD GA |
| 200 |
| $21.2M |
| $463K |
| 4 | KENNEDY HEALTH SYSTEM JEFFERSON HEALTH NEW JERSEY 403(B) PLAN | PHILADELPHIA PA | 5,208 | $400.3M | $320K |
| 5 | HEALTHALLIANCE HOSPITAL - MARY'S AVENUE CAMPUS HEALTHALLIANCE 403(B) PLAN | KINGSTON NY | 1,286 | $103.1M | $81K |
| 6 | SAN DIEGO MUSEUM OF ART SAN DIEGO MUSEUM OF ART 403(B) RETIREMENT PLAN | SAN DIEGO CA | 117 | $11.0M | $63K |
| 7 | COMMUNITY HOSPITAL OF SAN BERNARDINO COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN | ERLANGER KY | 55 | $5.0M | $6K |
