Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity – New Millen in their Schedule of Assets, totaling $639K 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 | OAK RIDGE ASSOCIATED UNIVERSITIES OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN | OAK RIDGE TN | 1,069 | $359.2M | $429K |
| 2 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED THE HOSPITAL FOR SPECIAL SURGERY 403(B) PLAN | NEW YORK NY | 5,338 | $866.3M | $161K |
| 3 | WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT |
CHARLESTON WV |
| 96 |
| $34.2M |
| $22K |
| 4 | BREWSTER ACADEMY BREWSTER ACADEMY RETIREMENT PLAN | WOLFEBORO NH | 154 | $32.1M | $20K |
| 5 | UPHAMS CORNER HEALTH COMMITTEE, INC. UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 502 | $27.3M | $8K |
