Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments* Fidelity New Millennium Fund in their Schedule of Assets, totaling $5.6M 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 | $5.5M |
| 2 | WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES WAICU RETIREMENT READINESS PLAN | MADISON WI | 1,904 | $418.0M | $61K |
| 3 | STONERIDGE RETIREMENT LIVING COMMUNITIES |
MYERSTOWN PA |
| 320 |
| $13.0M |
| $5K |
