Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Management 403(b) (7) Custodial Accounts in their Schedule of Assets, totaling $44.2M 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 | CLARK UNIVERSITY CLARK UNIVERSITY RETIREMENT PLAN | WORCESTER MA | 854 | $377.6M | $44.2M |
