Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Fund in their Schedule of Assets, totaling $2.3M 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 | SOURCE NORTH AMERICA CORPORATION SOURCE NORTH AMERICA CORPORATION 401(K) PLAN | ADDISON IL | 184 | $23.1M | $1.8M |
| 2 | TAYLOR, WISEMAN & TAYLOR TAYLOR, WISEMAN & TAYLOR 401(K) RETIREMENT SAVINGS PLAN | MT. LAUREL NJ | 113 | $38.5M | $257K |
| 3 | GREATER FAMILY HEALTH |
ELGIN IL |
| 407 |
| $17.6M |
| $110K |
| 4 | CONCURRENCY, INC. CONCURRENCY, INC. 401(K) PLAN | BROOKFIELD WI | 71 | $11.4M | $85K |
