Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 72 U.S. retirement plans report holding Fidelity Fund " in their Schedule of Assets, totaling $582.5M 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 | UNILEVER UNITED STATES, INC. UNILEVER UNITED STATES, INC MASTER SAVINGS TRUST | ENGLEWOOD CLIFFS NJ | — | $2.2B | $126.6M |
| 2 | EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES EMORY UNIVERSITY RETIREMENT PLAN | ATLANTA GA | 21,409 | $5.5B | $90.2M |
| 3 | CNH INDUSTRIAL U.S.A. RETIREMENT BOARD |
RACINE WI |
| — |
| $2.3B |
| $49.4M |
| 4 | BRISTOL-MYERS SQUIBB COMPANY BRISTOL-MYERS SQUIBB SAVINGS PLANS MASTER TRUST | PRINCETON NJ | 0 | $11.7B | $48.3M |
| 5 | LYONDELL CHEMICAL CO, EQUISTAR CHEMICALS LP, & HOUSTON REFINING LP LYONDELL CHEMICAL COMPANY, EQUISTAR CHEMICALS LP, AND HOUSTON REFINING, LP MASTER TRUST | HOUSTON TX | — | $2.8B | $43.4M |
| 6 | VGP HOLDINGS LLC VALVOLINE GLOBAL OPERATIONS 401(K) PLAN | LEXINGTON KY | 1,357 | $281.6M | $26.6M |
| 7 | K&L GATES LLP K&L GATES LLP 401(K) PROGRAM MASTER TRUST | PITTSBURGH PA | — | $1.4B | $24.8M |
| 8 | ATH HOLDING COMPANY, LLC ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST | INDIANAPOLIS IN | — | $11.9B | $18.9M |
| 9 | AKZO NOBEL, INC. AKZONOBEL RETIREMENT SAVINGS MASTER TRUST | NASHVILLE TN | — | $826.4M | $17.0M |
| 10 | EMORY HEALTHCARE, INC. EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN | ATLANTA GA | 35,518 | $2.8B | $16.7M |
