Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Strategic Real Return Mutual Fund in their Schedule of Assets, totaling $394K 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 | MORRISON MAHONEY LLP MORRISON MAHONEY LLP ASSOCIATE 401(K) PLAN | BOSTON MA | 163 | $29.7M | $262K |
| 2 | MORRISON MAHONEY LLP MORRISON MAHONEY LLP PROFIT SHARING - 401(K) PLAN | BOSTON MA | 228 | $92.8M | $131K |
