Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fid Worldwide in their Schedule of Assets, totaling $1.8M 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 | RSR GROUP, INC. RSR 401(K) RETIREMENT PLAN | WINTER PARK FL | 423 | $24.6M | $825K |
| 2 | TENNESSEE AQUARIUM TENNESSEE AQUARIUM RETIREMENT PLAN | CHATTANOOGA TN | 343 | $33.3M | $744K |
| 3 | LEGAL SERVICES OF NEW JERSEY, INC. LEGAL SERVICES OF NEW JERSEY INC ER 403B |
EDISON NJ |
| 252 |
| $24.6M |
| $187K |
