Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Financials Mutual fund 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.
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 | SIERRA-CEDAR COMPANIES, LLC SIERRA-CEDAR COMPANIES, LLC 401(K) PLAN | ALPHARETTA GA | 409 | $298.1M | $1.9M |
| 2 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $31K |
| 3 | SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. |
SAN DIEGO CA |
| 156 |
| $51.1M |
| $25K |
| 4 | NORTHEAST COMMUNITY BANK NORTHEAST COMMUNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | WHITE PLAINS NY | 144 | $19.1M | $5K |
