Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity® Multi-Asset Index Mutual fund in their Schedule of Assets, totaling $4.2M 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 | BETA GROUP, INC. BETA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LINCOLN RI | 163 | $42.2M | $1.5M |
| 2 | SUNNYSIDE AUTOMOTIVE, INC. SUNNYSIDE AUTOMOTIVE, INC. 401(K) PLAN | MIDDLEBURG HEIGHTS OH | 127 | $18.8M | $1.1M |
| 3 | LEA & ELLIOTT, INC. LEA & ELLIOTT, INC. EMPLOYEES' PROFIT SHARING 401K PLAN |
DULLES VA |
| 115 |
| $93.4M |
| $689K |
| 4 | DOVER DODGE CHRYSLER JEEP INC DOVER DODGE CHRYSLER JEEP INC 401(K) PROFIT SHARING PLAN & TRUST | EAST HANOVER NJ | 577 | $16.1M | $328K |
| 5 | TRI-UNION FROZEN PRODUCTS, INC. CHICKEN OF THE SEA FROZEN FOODS SAVINGS INVESTMENT PLAN | EL SEGUNDO CA | 112 | $20.7M | $311K |
| 6 | HISENSE USA CORPORATION HISENSE USA CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | SUWANEE GA | 236 | $19.6M | $175K |
| 7 | IDEAL OPTION PLLC IDEAL OPTION PLLC 401(K) PLAN | PASCO WA | 707 | $10.7M | $31K |
| 8 | TRI-UNION SEAFOODS, LLC CHICKEN OF THE SEA INTERNATIONAL SAVINGS INVESTMENT PLAN | EL SEGUNDO CA | 318 | $16.1M | $23K |
| 9 | MULTI DIMENSIONAL INTEGRATION MULTI DIMENSIONAL INTEGRATION 401(K) PROFIT SHARING PLAN & TRUST | SHREWSBURY PA | 222 | $8.6M | $18K |
| 10 | SPOKEO INC SPOKEO INC 401(K) PROFIT SHARING PLAN & TRUST | PASADENA CA | 140 | $16.4M | $16K |
