Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Multi-Asset Index in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE CENTER FOR DISCOVERY, INC. THE CENTER FOR DISCOVERY RETIREMENT PLAN | HARRIS NY | 1,552 | $73.3M | $1.4M |
| 2 | RMS LIFELINE INC RMS LIFELINE INC 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD IL | 348 | $21.8M | $451K |
| 3 | 12 OAKS MANAGEMENT SERVICES IN |
DALLAS TX |
| 1,382 |
| $3.1M |
| $138K |
