Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Asset Manager 20% Fund in their Schedule of Assets, totaling $934K 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 | G III APPAREL GROUP G-III APPAREL GROUP, LTD. 401(K) PLAN | NEW YORK NY | 2,471 | $191.7M | $633K |
| 2 | STONERIDGE RETIREMENT LIVING COMMUNITIES STONERIDGE RETIREMENT LIVING COMMUNITIES 401K PLAN | MYERSTOWN PA | 320 | $13.0M | $269K |
| 3 | OPEN DOOR FAMILY MEDICAL CENTER, INC. |
OSSINING NY |
| 535 |
| $37.9M |
| $32K |
