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 50% Fund in their Schedule of Assets, totaling $7.2M 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 | RICOH ELECTRONICS, INC. RICOH ELECTRONICS, INC. EMPLOYEES' SAVINGS AND RETIREMENT PLAN | LAWRENCEVILLE GA | 752 | $160.7M | $6.5M |
| 2 | DAVID OPPENHEIMER AND COMPANY, LLC DAVID OPPENHEIMER AND COMPANY 401(K) PLAN | — | 173 | $50.9M | $438K |
| 3 | HIRSCH BEDNER & ASSOCIATES |
SANTA MONICA CA |
| 122 |
| $17.9M |
| $213K |
