Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fidelity Asset Manager 70% in their Schedule of Assets, totaling $1.0M 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 | TRI-STARR MANAGEMENT SERVICES, INC LEGACY 401(K) PLAN | FRANKLIN IN | 1,098 | $38.6M | $845K |
| 2 | KEYSTONE AGENCY PARTNERS LLC KEYSTONE AGENCY PARTNERS 401(K) PLAN | HARRISBURG PA | 1,757 | $88.5M | $67K |
| 3 | SHENANDOAH VALLEY MEDICAL SYSTEM INC. SHENANDOAH VALLEY MEDICAL SYSTEM INC. RETIREMENT PLAN |
MARTINSBURG WV |
| 300 |
| $16.2M |
| $50K |
| 4 | FELLOWSHIP HEALTH RESOURCES, INC. FELLOWSHIP HEALTH RESOURCES, INC. 403(B) PLAN | MEDIA PA | 374 | $7.5M | $48K |
| 5 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 16,511 | $841.3M | $17K |
