Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity in their Schedule of Assets, totaling $2.1M 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 | UNIVERSITY OF ST. THOMAS UNIVERSITY OF ST. THOMAS RETIREMENT PLAN | ST. PAUL MN | 2,605 | $459.7M | $2.1M |
| 2 | OPPORTUNITY COUNCIL OPPORTUNITY COUNCIL 403(B) PLAN | BELLINGHAM WA | 430 | $20.6M | $15K |
