Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity – Financials in their Schedule of Assets, totaling $513K 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 | LONGVIEW POWER, LLC LONGVIEW POWER, LLC 401(K) PLAN | MAIDSVILLE WV | 153 | $30.9M | $230K |
| 2 | TSSD SERVICES, INC. TSSD DEFERRED COMPENSATION PLAN | BOSTON MA | 110 | $23.8M | $189K |
| 3 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED THE HOSPITAL FOR SPECIAL SURGERY 403(B) PLAN |
NEW YORK NY |
| 5,338 |
| $866.3M |
| $44K |
| 4 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $16K |
| 5 | HOSPITAL FOR SPECIAL SURGERY THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF | NEW YORK NY | 744 | $267.1M | $12K |
| 6 | THOMAS AND THORNGREN, INC. THOMAS AND THORNGREN, INC. 401(K) PLAN | NASHVILLE TN | 201 | $10.1M | $12K |
| 7 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $10K |
| 8 | AMHERST COLLEGE TRUSTEES AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | AMHERST MA | 1,907 | $578.9M | $2K |
| 9 | LUCAS MUSEUM OF NARRATIVE ART LUCAS MUSEUM OF NARRATIVE ART 403(B) PLAN | LOS ANGELES CA | 107 | $7.6M | $60 |
