Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Mutual Funds in their Schedule of Assets, totaling $26.4M 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 | AVEVA INC. AVEVA INC. 401(K) PLAN | HOUSTON TX | 1,691 | $485.9M | $14.8M |
| 2 | NEW LEXINGTON CLINIC, P.S.C. NEW LEXINGTON CLINIC, P.S.C. SAVINGS AND PROFIT SHARING PLAN | LEXINGTON KY | 1,491 | $295.5M | $11.6M |
