Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Fidelity – Fidelity Fund 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 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $695K |
| 2 | AUSTIN ENGINEERING USA SERVICES, INC. AUSTIN ENGINEERING USA SERVICES EMPLOYEE 401K | CASPER WY | 109 | $4.3M | $330K |
| 3 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED |
NEW YORK NY |
| 5,338 |
| $866.3M |
| $286K |
| 4 | CROWNE MANAGEMENT, LLC CROWNE MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN | MONROEVILLE AL | 2,275 | $33.6M | $264K |
| 5 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | DURHAM NC | 401 | $70.7M | $260K |
| 6 | WELLESLEY COLLEGE WELLESLEY COLLEGE 403(B) RETIREMENT PLAN | WELLESLEY MA | 1,326 | $787.3M | $146K |
| 7 | HARVARD MANAGEMENT COMPANY INC. THE HARVARD MANAGEMENT COMPANY 403(B) TAX-DEFERRED ANNUITY PLAN | BOSTON MA | 112 | $58.1M | $85K |
| 8 | AUGSBURG UNIVERSITY AUGSBURG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MINNEAPOLIS MN | 705 | $149.4M | $81K |
| 9 | OAK RIDGE ASSOCIATED UNIVERSITIES OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN | OAK RIDGE TN | 1,069 | $359.2M | $79K |
| 10 | DOUMAK, INC. DOUMAK INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | ELK GROVE VILLA IL | 136 | $14.0M | $71K |
