Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management & Research in their Schedule of Assets, totaling $16.2M 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 | INTERSTATE COMPANIES, INC. INTERSTATE AND ISTATE 401(K) PROFIT SHARING PLAN | EAGAN MN | 1,553 | $99.6M | $15.2M |
| 2 | VETERANS TRADING COMPANY, INC. VETERANS TRADING COMPANY, INC. 401(K) PLAN | SALT LAKE CITY UT | 136 | $5.7M | $1.0M |
