Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Asset Manager 30% + in their Schedule of Assets, totaling $523K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $485K |
| 2 | CATALIS HOLDCO, INC. CATALIS HOLDCO, INC. 401(K) PLAN | ALPHARETTA GA | 790 | $50.9M | $25K |
| 3 | PATRICK INDUSTRIES, INC. PATRICK INDUSTRIES, INC. 401(K) EMPLOYEE SAVINGS PLAN |
ELKHART IN |
| 7,812 |
| $157.0M |
| $13K |
