Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Asset Manager 40% in their Schedule of Assets, totaling $32K 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 | KEYSTONE AGENCY PARTNERS LLC KEYSTONE AGENCY PARTNERS 401(K) PLAN | HARRISBURG PA | 1,757 | $88.5M | $25K |
| 2 | TRI-STARR MANAGEMENT SERVICES, INC LEGACY 401(K) PLAN | FRANKLIN IN | 1,098 | $38.6M | $7K |
