Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Multi-Asset Index Fund Mutual funds in their Schedule of Assets, totaling $2.1M 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 | INTUITIVE RESEARCH AND TECHNOLOGY CORPORATION INTUITIVE RESEARCH AND TECHNOLOGY CORPORATION RETIREMENT PLAN | HUNTSVILLE AL | 581 | $104.5M | $2.1M |
| 2 | TECHSTARS CENTRAL, LLC TECHSTARS 401(K) PLAN | BOULDER CO | 162 | $18.5M | $23K |
| 3 | COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA, P.A. |
BRADENTON FL |
| 214 |
| $25.2M |
| $7K |
