Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Fidelity® Multi-Asset Index Fund in their Schedule of Assets, totaling $22.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IVAN WARE & SON INC. IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 173 | $32.4M | $7.0M |
| 2 | COOPER CARRY, INC. COOPER CARRY, INC. 401(K) PLAN | ATLANTA GA | 282 | $64.7M | $5.6M |
| 3 | MEMBERS BENEFIT CORP. MEMBERS 401(K) ADVANTAGE |
PALM BEACH GARDENS FL |
| 3,005 |
| $132.3M |
| $2.3M |
| 4 | SCOTT IMPORTS, INC. MARTIN DEALERSHIPS, INC. 401(K) SAVINGS PLAN | ARDMORE PA | 300 | $14.9M | $1.6M |
| 5 | WEGNER CPAS, LLP WEGNER CPAS, LLP SALARY SAVINGS PLAN | MADISON WI | 174 | $32.2M | $929K |
| 6 | LAMB WESTON/RDO FROZEN LAMB WESTON/RDO FROZEN 401(K) PLAN | PARK RAPIDS MN | 292 | $5.6M | $857K |
| 7 | ABRY PARTNERS III, LLC ABRY PARTNERS III, LLC 401(K) PLAN | BOSTON MA | 96 | $42.0M | $767K |
| 8 | KENNEDY WIRE ROPE & SLING COMPANY, INC. KENNEDY WIRE ROPE & SLING 401(K) PLAN | CORPUS CHRISTI TX | 151 | $6.1M | $446K |
| 9 | MORRIS JAMES LLP MORRIS JAMES LLP RETIREMENT PLAN | WILMINGTON DE | 162 | $69.0M | $420K |
| 10 | DAILYPAY, INC. DAILYPAY, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 710 | $41.5M | $407K |
