Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Multi-Asset Income " in their Schedule of Assets, totaling $454K 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 | HELLMUTH & JOHNSON, PLLC HELLMUTH & JOHNSON, PLLC 401K PLAN | EDINA MN | 105 | $23.1M | $390K |
| 2 | WILBRAHAM AND MONSON ACADEMY WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | WILBRAHAM MA | 127 | $30.4M | $64K |
