Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments* Fidelity Fund in their Schedule of Assets, totaling $5.7M 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 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $2.0M |
| 2 | DAVID OPPENHEIMER AND COMPANY, LLC DAVID OPPENHEIMER AND COMPANY 401(K) PLAN | — | 173 | $50.9M | $1.6M |
| 3 | ROUX ASSOCIATES, INC. ROUX ASSOCIATES, INC. PROFIT SHARING/401K PLAN |
ISLANDIA NY |
| 440 |
| $109.6M |
| $563K |
| 4 | USCA MANAGEMENT LLC USCA MANAGEMENT LLC 401(K) PLAN | HOUSTON TX | 130 | $19.4M | $428K |
| 5 | ESQUIRE BANK ESQUIRE BANK 401(K) PLAN | JERICHO NY | 141 | $11.6M | $427K |
| 6 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $297K |
| 7 | MARKEN LLP THE MARKEN 401K PLAN | DURHAM NC | 658 | $23.3M | $164K |
| 8 | FRUIT OF THE EARTH FRUIT OF THE EARTH RETIREMENT SAVINGS PLAN | GRAND PRAIRE TX | 234 | $12.0M | $146K |
| 9 | COURIER NETWORK, INC. COURIER NETWORK, INC. 401(K) PLAN | NEW YORK NY | 115 | $7.6M | $5K |
