Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Multi-Asset Index Fund Fidelity 0 in their Schedule of Assets, totaling $1.4M 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 | LOGICSOURCE, INC. LOGICSOURCE INC 401(K) PSP & TRUST | WESTPORT CT | 332 | $27.0M | $471K |
| 2 | STRATEGIC ANALYSIS, INC. STRATEGIC ANALYSIS, INC. PROFIT SHARING AND 401(K) PLAN | ARLINGTON VA | 247 | $64.7M | $454K |
| 3 | VERSATECH, INC. VERSATECH, INC. 401(K) PLAN |
SAVAGE MD |
| 77 |
| $8.0M |
| $350K |
| 4 | MCKINLEY EQUIPMENT CORPORATION MCKINLEY EQUIPMENT CORPORATION EMPLOYEE RETIREMENT PLAN | IRVINE CA | 127 | $18.1M | $133K |
| 5 | DYNAGRID CONSTRUCTION GROUP LLC DYNAGRID CONSTRUCTION GROUP 401K PSP & TRUST | LEWISVILLE TX | 532 | $10.2M | $23K |
