Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Multi-Asset Index Fund in their Schedule of Assets, totaling $6.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN ASSOCIATION OF CRITICAL-CARE NURSES AACN 401(K) RETIREMENT SAVINGS PLAN | ALISO VIEJO CA | 211 | $49.0M | $5.0M |
| 2 | CIMCO RESOURCES, INC. CIMCO RESOURCES, INC. 401(K) PROFIT SHARING PLAN | LOVES PARK IL | 161 | $11.1M | $514K |
| 3 | STEPHENS COLLEGE STEPHENS COLLEGE DC RETIREMENT PLAN |
COLUMBIA MO |
| 312 |
| $26.4M |
| $499K |
