Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity mutual fund in their Schedule of Assets, totaling $1.6M 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 | ANCORA HOLDINGS GROUP, LLC ANCORA - MEP | MAYFIELD HEIGHTS OH | 110 | $23.4M | $1.2M |
| 2 | TRANSWESTERN COMMERCIAL SERVICES LLC TRANSWESTERN 401(K) PLAN | CHICAGO IL | 1,760 | $256.4M | $357K |
