Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Fidelity – Multi Asset Index in their Schedule of Assets, totaling $9.8M 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 | WALSH CONSTRUCTION COMPANY WALSH GROUP EMPLOYEES PROFIT SHARING PLAN | CHICAGO IL | 4,511 | $610.9M | $4.4M |
| 2 | THE FLOATING HOSPITAL, INC. THE FLOATING HOSPITAL TAX SHELTERED ANNUITY PLAN | LONG ISLAND CITY NY | 239 | $11.6M | $1.3M |
| 3 | MUNICH RE SPECIALTY GROUP N.A. INC. |
SCHAUMBURG IL |
| 289 |
| $50.5M |
| $622K |
| 4 | GOODE COOK, INC. GOODE COOK, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 934 | $8.6M | $402K |
| 5 | THE SANTALUZ CLUB, INC. THE SANTALUZ CLUB, INC. EMPLOYEES SAVINGS TRUST | SAN DIEGO CA | 128 | $6.8M | $351K |
| 6 | RITCHIE TRUCKING SERVICE HOLDINGS, INC. RITCHIE TRUCKING SERVICE HOLDINGS, INC. 401 (K) PLAN | FRESNO CA | 80 | $2.5M | $335K |
| 7 | SPORTSCARE INSTITUTE INC. SPORTSCARE 401(K) PLAN | EAST HANOVER NJ | 289 | $14.2M | $289K |
| 8 | MANDELBAUM BARRETT, PC MANDELBAUM BARRETT, PC EMPLOYEE SAVINGS PLAN | ROSELAND NJ | 159 | $34.7M | $258K |
| 9 | TDC OPCO, LLC DBA THE DELTA COMPANIES THE DELTA COMPANIES 401K PLAN | COPPELL TX | 286 | $11.6M | $209K |
| 10 | PEARCE SERVICES, LLC PEARCE SERVICES, LLC 401(K) PROFIT SHARING PLAN | PASO ROBLES CA | 2,531 | $33.6M | $194K |
