Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Funds in their Schedule of Assets, totaling $4.0M 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 | CENTURY LLC CENTURY LLC PROFIT SHARING 401(K) SAVINGS PLAN | OKLAHOMA CITY OK | 251 | $15.9M | $1.6M |
| 2 | C.A.P.S. INC. C. A. P. S. INC. PROFIT SHARING PLAN | BRIDGETON MO | 143 | $24.1M | $1.4M |
| 3 | ANESTHESIA ASSOCIATES OF BOISE ANESTHESIA ASSOCIATES OF BOISE, P.A. CASH BALANCE PLAN |
BOISE ID |
| 161 |
| $15.7M |
| $967K |