Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Fidelity Multi-Asset Index Fund - in their Schedule of Assets, totaling $36.7M 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 | APRIO HOLDINGS LLC APRIO EMPLOYEES RETIREMENT PLAN | ATLANTA GA | 1,652 | $218.1M | $19.9M |
| 2 | B. D. HOLT COMPANY HOLT COMPANIES RETIREMENT PLAN | SAN ANTONIO TX | 4,849 | $505.0M | $6.9M |
| 3 | SYSTEMS & TECHNOLOGY RESEARCH LLC STR 401(K) RETIREMENT SAVINGS PLAN |
WOBURN MA |
| 810 |
| $178.5M |
| $3.1M |
| 4 | HARDWOODS SPECIALTY PRODUCTS US LP A DELAWARE LIMITED PARTNERSHIP HARDWOODS SPECIALTY PRODUCTS 401(K) RETIREMENT SAVINGS PLAN | — | 564 | $35.8M | $2.3M |
| 5 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY FL | 2,753 | $139.0M | $2.3M |
| 6 | BIG BROTHERS BIG SISTERS OF NEW YORK CITY SECTION 403(B) RETIREMENT PLAN FOR BIG BROTHERS BIG SISTERS OF NEW YORK CITY | NEW YORK CITY NY | 140 | $6.5M | $789K |
| 7 | SHINHAN BANK AMERICA SHINHAN BANK AMERICA 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 217 | $22.7M | $741K |
| 8 | POINTS OF LIGHT FOUNDATION POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN | ATLANTA GA | 66 | $14.8M | $464K |
| 9 | CRDF RETIREMENT PLAN AND TRUST CRDF RETIREMENT PLAN AND TRUST | ARLINGTON VA | 185 | $34.2M | $163K |
| 10 | E. E. WINE, INC. E. E. WINE, INC. 401(K) PLAN | MANASSAS VA | 107 | $7.5M | $116K |
