Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Sustainable Multi-Asset Retail N/R in their Schedule of Assets, totaling $223K 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 | SMITH MICRO SOFTWARE, INC. SMITH MICRO SOFTWARE, INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 91 | $33.8M | $223K |
