Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Multi Asset Idx in their Schedule of Assets, totaling $1.2M 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 | ALLIANT CREDIT UNION ALLIANT CREDIT UNION 401(K) PLAN | CHICAGO IL | 873 | $137.2M | $824K |
| 2 | COMMUNITY HEALTH NETWORK, INC. COMMUNITY HEALTH NETWORK 403(B) RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,479 | $164.1M | $311K |
| 3 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN |
DURHAM NC |
| 401 |
| $70.7M |
| $39K |
| 4 | WELLESLEY COLLEGE WELLESLEY COLLEGE 403(B) RETIREMENT PLAN | WELLESLEY MA | 1,326 | $787.3M | $3K |
