Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Multi-Asset Income - in their Schedule of Assets, totaling $271K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PORTER HEDGES LLP PORTER HEDGES SALARY DEFERRAL 401(K) PLAN | HOUSTON TX | 90 | $46.8M | $178K |
| 2 | PORTER HEDGES LLP PORTER HEDGES EMPLOYEE CAPITAL ACCUMULATION PLAN | HOUSTON TX | 142 | $66.3M | $94K |
