Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity – Magellan in their Schedule of Assets, totaling $14.2M 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 | THE POPULATION COUNCIL, INC. RETIREMENT PLAN FOR EMPLOYEES OF THE POPULATION COUNCIL, INC. | NEW YORK NY | 208 | $232.7M | $3.9M |
| 2 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $2.8M |
| 3 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED |
NEW YORK NY |
| 5,338 |
| $866.3M |
| $2.0M |
| 4 | BRUNNER & LAY, INC. BRUNNER & LAY EMPLOYEES RETIREMENT PLAN | SPRINGDALE AR | 171 | $14.3M | $1.4M |
| 5 | WELLESLEY COLLEGE WELLESLEY COLLEGE 403(B) RETIREMENT PLAN | WELLESLEY MA | 1,326 | $787.3M | $1.2M |
| 6 | OAK RIDGE ASSOCIATED UNIVERSITIES OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN | OAK RIDGE TN | 1,069 | $359.2M | $683K |
| 7 | HOSPITAL FOR SPECIAL SURGERY THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF | NEW YORK NY | 744 | $267.1M | $625K |
| 8 | TRILLIUM EMPLOYMENT SERVICES TRILLIUM EMPLOYMENT SERVICES RETIREMENT PLAN | AUBURN WA | 99 | $3.7M | $450K |
| 9 | LIFESOUTH COMMUNITY BLOOD CENTERS, INC. LIFESOUTH 403(B) PLAN | GAINESVILLE FL | 1,046 | $12.0M | $349K |
| 10 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | DURHAM NC | 401 | $70.7M | $308K |
