Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Multi-Asset Index in their Schedule of Assets, totaling $98K 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 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 16,511 | $841.3M | $70K |
| 2 | BASDEN STEEL AND ERECTION, INC. BASDEN STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN | BURLESON TX | 972 | $9.6M | $24K |
| 3 | OPTIMA MEDICAL MANAGEMENT GROUP, INC. |
SAN DIEGO CA |
| 176 |
| $2.8M |
| $5K |
