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 Registered Investment Company in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MISSON FEDERAL CREDIT UNION MISSION FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN | SAN DIEGO CA | 625 | $100.7M | $2.3M |
| 2 | NATIONAL CUSTOM CORPORATE SERVICES, INC. G&A MANAGERS, LLC RETIREMENT PLAN | ALPHARETTA GA | 350 | $6.6M | $277K |
| 3 | ORSINI PHARMACEUTICAL SERVICES, LLC |
ELK GROVE VILLAGE IL |
| 370 |
| $7.6M |
| $45K |
