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Original filing (PDF)20251010153157NAL0004375043001
FMR LLC
Form 5500
FILING_RECEIVED
FIDELITY RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
68,838
Accounts w/ balance
91,972
Plan assets (EOY)
$34.2B
Net assets (EOY)
$34.2B
How this plan invests
This plan
1,871 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FMR LLC.
Plan sponsor
Name
FMR LLC
EIN
04-3532603
Address
245 SUMMER STREET V1B · BOSTON, MA · 02210
Phone
(617) 563-1746
Industry
Finance & Insurancesee all
Plan administrator
Name
FMR LLC RETIREMENT COMMITTEE
EIN
04-3532603
City
BOSTON, MA
Phone
(617) 563-1746
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSE COOPERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $7K | — |
Investments
1,870 direct securities· $33.1B(97% of reported assets)
Uncategorized
$33.1B
1869 holdings
Real Estate
$8K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX (1) | — | — | — | $3.9B | 11.3% | |
| FID CONTRAFUND K6 (1) | — | — | — | $3.7B | 10.7% | |
| FID BLUE CHIP GR K6 (1) | — | — | — | $1.9B | 5.7% | |
| FID GROWTH CO K6 (1) | — | — | — | $1.9B | 5.5% | |
| FIMM MMKT INST (1) | — | — | — | $1.3B | 3.8% | |
| FID GROWTH & INC K (1) | — | — | — | $1.1B | 3.3% | |
| FID FREEDOM 2035 K6 (1) | — | — | — | $1.0B | 3.0% | |
| FID INTL INDEX (1) | — | — | — | $1.0B | 2.9% | |
| FID LG CAP VAL IDX (1) | — | — | — | $969.4M | 2.8% | |
| FID FREEDOM 2040 K6 (1) | — | — | — | $882.1M | 2.6% | |
| FID INTL SUSTAINBLTYINDEX FUND (1) 971 FID INTM TR BD IDX (1) | — | — | — | $866.3M | 2.5% | |
| FID FREEDOM 2030 K6 (1) | — | — | — | $766.1M | 2.2% | |
| FID OVERSEAS K (1) | — | — | — | $755.6M | 2.2% | |
| FID FREEDOM 2045 K6 (1) | — | — | — | $637.9M | 1.9% | |
| FID TOTAL MKT IDX (1) | — | — | — | $546.2M | 1.6% | |
| FA GROWTH OPPS Z (1) | — | — | — | $518.0M | 1.5% | |
| FID LOW-PRICED ST K6 (1) | — | — | — | $502.7M | 1.5% | |
| FID FREEDOM 2050 K6 (1) | — | — | — | $494.4M | 1.4% | |
| FID EMERGING MKTS K (1) | — | — | — | $470.4M | 1.4% | |
| FID EQ DIV INCOME K (1) | — | — | — | $429.2M | 1.3% | |
| FID VALUE K (1) | — | — | — | $415.3M | 1.2% | |
| FID NASDAQ COMP INDX (1) | — | — | — | $390.7M | 1.1% | |
| FID LG CAP GR IDX (1) | — | — | — | $388.9M | 1.1% | |
| FA FOCUS EMRG MKTS Z (1) | — | — | — | $379.1M | 1.1% | |
| FID FREEDOM 2025 K6 (1) | — | — | — | $361.5M | 1.1% | |
| FID FREEDOM 2055 K6 (1) | — | — | — | $354.1M | 1.0% | |
| FID INTERMED BOND (1) | — | — | — | $350.9M | 1.0% | |
| FID OTC K6 (1) | — | — | — | $348.1M | 1.0% | |
| FID EMRG MKTS IDX (1) | — | — | — | $294.2M | 0.9% | |
| FID DIVERSFD INTL K6 (1) | — | — | — | $287.8M | 0.8% | |
| FIMM GOVT INST (1) | — | — | — | $284.0M | 0.8% | |
| FA INTL GROWTH Z (1) | — | — | — | $274.2M | 0.8% | |
| FID BALANCED K6 (1) | — | — | — | $270.2M | 0.8% | |
| FA STK SEL SM CAP Z (1) | — | — | — | $259.3M | 0.8% | |
| FA STRAT INCOME Z (1) | — | — | — | $254.0M | 0.7% | |
| FID MAGELLAN K6 (1) | — | — | — | $253.8M | 0.7% | |
| FID FREEDOM 2060 K6 (1) | — | — | — | $252.9M | 0.7% | |
| FA GOV INCOME Z (1) | — | — | — | $224.5M | 0.7% | |
| FID CONSV INC BD (1) | — | — | — | $202.4M | 0.6% | |
| FID INTL CAP APPR K6 (1) | — | — | — | $193.6M | 0.6% | |
| FID TOTAL BOND K6 (1) | — | — | — | $165.7M | 0.5% | |
| per annum)1 | — | — | — | $141.7M | 0.4% | |
| FID SMALL CAP GR K6 (1) | — | — | — | $141.4M | 0.4% | |
| FID MID CAP STOCK K6 (1) | — | — | — | $140.0M | 0.4% | |
| FID US BOND IDX (1) | — | — | — | $132.8M | 0.4% | |
| FID VALUE DISCOV K6 (1) | — | — | — | $131.8M | 0.4% | |
| FID PURITAN K6 (1) | — | — | — | $131.3M | 0.4% | |
| FID GROWTH STRAT K6 (1) | — | — | — | $127.7M | 0.4% | |
| FID FREEDOM 2020 K6 (1) | — | — | — | $118.7M | 0.3% | |
| FIDELITY SELECTSEMICONDUCTORS PORT (1) | — | — | — | $114.3M | 0.3% | |
| FIDELITY GOVERNMENTCASH RESERVES (1) | — | — | — | $109.0M | 0.3% | |
| FA GLB COMDTY STK Z (1) | — | — | — | $103.6M | 0.3% | |
| FID SM CAP DISCOVERY (1) | — | — | — | $100.7M | 0.3% | |
| FID SM CAP IDX (1) | — | — | — | $86.4M | 0.3% | |
| FID INFL PR BD IDX (1) | — | — | — | $85.5M | 0.3% | |
| FID FREEDOM 2065 K6 (1) | — | — | — | $79.8M | 0.2% | |
| FID MID CAP IDX (1) | — | — | — | $77.7M | 0.2% | |
| FA INTL VALUE Z (1) | — | — | — | $75.7M | 0.2% | |
| FID EQUITY INCOME K6 (1) | — | — | — | $72.3M | 0.2% | |
| FA SM CAP VAL Z (1) | — | — | — | $65.8M | 0.2% | |
| BITCOIN STRATEGY FDINVESTOR | — | — | — | $55.1M | 0.2% | |
| FA HIGH INCOME Z (1) | — | — | — | $52.6M | 0.2% | |
| FID REAL ESTATE IDX (1) | — | — | — | $46.5M | 0.1% | |
| FIDELITY SELECTTECHNOLOGY (1) | — | — | — | $36.2M | 0.1% | |
| FID VALUE STRAT K (1) | — | — | — | $36.0M | 0.1% | |
| FID FDM IDX 2040 IPR (1) | — | — | — | $33.0M | <0.1% | |
| FID FRDM BLD 2035 K6 (1) | — | — | — | $31.5M | <0.1% | |
| FID LT TR BD IDX (1) | — | — | — | $29.9M | <0.1% | |
| FID FREEDOM 2015 K6 (1) | — | — | — | $27.7M | <0.1% | |
| FID FRDM BLD 2040 K6 (1) | — | — | — | $26.2M | <0.1% | |
| FID FDM IDX 2045 IPR (1) | — | — | — | $26.2M | <0.1% | |
| FID FDM IDX 2035 IPR (1) | — | — | — | $26.1M | <0.1% | |
| FID FDM IDX 2050 IPR (1) | — | — | — | $21.9M | <0.1% | |
| FID FDM IDX 2030 IPR (1) | — | — | — | $21.4M | <0.1% | |
| FA STK SEL MID CAP Z (1) | — | — | — | $20.5M | <0.1% | |
| FID MID CAP GR IDX (1) | — | — | — | $19.3M | <0.1% | |
| FID FDM IDX 2055 IPR (1) | — | — | — | $18.5M | <0.1% | |
| FID FDM IDX 2060 IPR (1) | — | — | — | $17.3M | <0.1% | |
| FIDELITY FOCUSEDSTOCK FUND (1) | — | — | — | $15.4M | <0.1% | |
| FID FRDM BLD 2045 K6 (1) | — | — | — | $15.0M | <0.1% | |
| FID ST TR BD IDX (1) | — | — | — | $14.7M | <0.1% | |
| FID FRDM BLD 2030 K6 (1) | — | — | — | $14.6M | <0.1% | |
| FID FDM IDX 2025 IPR (1) | — | — | — | $14.0M | <0.1% | |
| FIDELITY ZEROTOTAL MARKET INDEX (1) | — | — | — | $14.0M | <0.1% | |
| FID FREEDOM 2010 K6 (1) | — | — | — | $13.2M | <0.1% | |
| FID SM CAP GR IDX (1) | — | — | — | $12.9M | <0.1% | |
| FIDELITY SELECTENERGY (1) | — | — | — | $12.3M | <0.1% | |
| FID SM CAP VAL IDX (1) | — | — | — | $12.1M | <0.1% | |
| FIDELITY SELECTBIOTECHNOLOGY (1) | — | — | — | $12.0M | <0.1% | |
| FIDELITY SELECTGOLD (1) | — | — | — | $11.4M | <0.1% | |
| FID FRDM BLD 2050 K6 (1) | — | — | — | $11.2M | <0.1% | |
| SEMICONDUCTOR ULTRASECTOR PRO FD INVSTR | — | — | — | $11.1M | <0.1% | |
| FA SMALL CAP Z (1) | — | — | — | $11.1M | <0.1% | |
| DIREXION MONTHLYNASDAQ100BULL2X INV | — | — | — | $10.5M | <0.1% | |
| FID FREEDOM INC K6 (1) | — | — | — | $8.9M | <0.1% | |
| VANGUARD 500 INDEXADMIRAL | — | — | — | $8.3M | <0.1% | |
| FIDELITY SELECTSOFTWARE & IT SRVC (1) | — | — | — | $8.3M | <0.1% | |
| FIDELITY SELECTBANKING PORTFOLIO (1) | — | — | — | $7.7M | <0.1% | |
| FIDELITY SELECTBROKERAGE & INVS MGT (1) | — | — | — | $7.5M | <0.1% | |
| FID FRDM BLD 2055 K6 (1) | — | — | — | $7.2M | <0.1% | |
| FIDELITY ZEROLARGE CAP INDEX FUND (1) | — | — | — | $7.1M | <0.1% | |
| FID FDM IDX 2065 IPR (1) | — | — | — | $6.8M | <0.1% | |
| FID FRDM BLD 2065 K6 (1) | — | — | — | $6.2M | <0.1% | |
| FIDELITY MULTI-ASSETINCOME FUND (1) | — | — | — | $5.4M | <0.1% | |
| FIDELITY FLOATINGRATE HIGH INCOME (1) | — | — | — | $5.2M | <0.1% | |
| FIDELITY SELECTHEALTH CARE (1) | — | — | — | $4.9M | <0.1% | |
| FID FRDM BLD 2060 K6 (1) | — | — | — | $4.7M | <0.1% | |
| FIDELITY NEWMILLENNIUM (1) | — | — | — | $4.7M | <0.1% | |
| ULTRA NASDAQ-100 PROFUND INVESTOR CLASS | — | — | — | $4.5M | <0.1% | |
| FID FRDM BLD 2025 K6 (1) | — | — | — | $4.3M | <0.1% | |
| FIDELITY SELECTCOMM SERVICES PORT (1) | — | — | — | $4.3M | <0.1% | |
| FIDELITY CHINAREGION (1) | — | — | — | $4.3M | <0.1% | |
| FIDELITY SELECTFINANCIALS PORT (1) | — | — | — | $4.3M | <0.1% | |
| FIDELITY GROWTHDISCOVERY FUND (1) | — | — | — | $3.8M | <0.1% | |
| FIDELITY SELECTUTILITIES PORTFOLIO (1) | — | — | — | $3.5M | <0.1% | |
| HEALTH CARE ULTRASECTOR PRO FD INVSTR | — | — | — | $3.5M | <0.1% | |
| BAIRD AGGREGATE BONDFUND INVESTOR CL | — | — | — | $3.5M | <0.1% | |
| VANGUARD TOTAL STOCKMARKET INDEX ADMIRAL | — | — | — | $3.3M | <0.1% | |
| FID FDM IDX INC IPR (1) | — | — | — | $3.3M | <0.1% | |
| FID MID CAP VAL IDX (1) | — | — | — | $3.2M | <0.1% | |
| FID FDM IDX 2020 IPR (1) | — | — | — | $3.1M | <0.1% | |
| BARON PARTNERS FUND | — | — | — | $3.0M | <0.1% | |
| FIDELITY SELECTPHARMACEUTICAL (1) | — | — | — | $3.0M | <0.1% | |
| PARNASSUS VALUEEQUITY INVESTOR | — | — | — | $2.9M | <0.1% | |
| FIDELITY SELECTINSURANCE (1) | — | — | — | $2.9M | <0.1% | |
| DODGE & COX STOCKCL I | — | — | — | $2.8M | <0.1% | |
| FIDELITY SELECT MEDTECHNOLOGY & DEVICES (1) | — | — | — | $2.7M | <0.1% | |
| FID MGD RET 2035 K6 (1) | — | — | — | $2.7M | <0.1% | |
| VANGUARD SMALL-CAPVALUE INDEX ADMIRAL | — | — | — | $2.7M | <0.1% | |
| MATTHEWS INDIA FUND | — | — | — | $2.6M | <0.1% | |
| FIDELITY SELECTRETAILING (1) | — | — | — | $2.6M | <0.1% | |
| FIDELITY SELECTCNSMER DSCRTNRY PORT (1) | — | — | — | $2.6M | <0.1% | |
| DFA US CORE EQUITY I | — | — | — | $2.6M | <0.1% | |
| FIDELITY REAL ESTATEINVESTMENT (1) | — | — | — | $2.6M | <0.1% | |
| VANGUARD EQUITYINCOME INVESTOR CL | — | — | — | $2.6M | <0.1% | |
| CLARKSTON PARTNERSFUND CL I | — | — | — | $2.5M | <0.1% | |
| HENNESSY CORNERSTONEMID CAP 30 INV CL | — | — | — | $2.4M | <0.1% | |
| FIRST EAGLEGOLD CLASS A | — | — | — | $2.4M | <0.1% | |
| OAKMARK FUNDINVESTOR CLASS | — | — | — | $2.4M | <0.1% | |
| MANNING & NAPIERHIGH YIELD BD SRS S | — | — | — | $2.4M | <0.1% | |
| WASATCH EMERGINGINDIA FUND | — | — | — | $2.2M | <0.1% | |
| FID FRDM BLD 2020 K6 (1) | — | — | — | $2.2M | <0.1% | |
| FIDELITY ZEROINTERNATIONAL INDEX (1) | — | — | — | $2.2M | <0.1% | |
| FIDELITY SELECTINDUSTRIALS PORT (1) | — | — | — | $2.2M | <0.1% | |
| SCHWAB S & P 500INDEX FUND | — | — | — | $2.2M | <0.1% | |
| PUTNAM GLOBALTECHNOLOGY FUND CL A | — | — | — | $2.2M | <0.1% | |
| VANGUARD DIVIDENDGROWTH INVESTOR CL | — | — | — | $2.1M | <0.1% | |
| PARNASSUS COREEQUITY INVESTOR | — | — | — | $2.1M | <0.1% | |
| FIDELITY ZERO EXTNDMARKET INDEX FUND (1) | — | — | — | $2.0M | <0.1% | |
| COLUMBIA SELIGMANTECH AND INFO CL A | — | — | — | $2.0M | <0.1% | |
| FIDELITY DIVIDENDGROWTH (1) | — | — | — | $2.0M | <0.1% | |
| FIDELITY HEDGEDEQUITY FUND (1) | — | — | — | $1.9M | <0.1% | |
| DIREXION MONTHLY S&P500 BULL 2X INV | — | — | — | $1.9M | <0.1% | |
| ULTRA CHINA PRO FUND- INVESTOR CLASS | — | — | — | $1.9M | <0.1% | |
| FIDELITY SELECTCONSTRUCTN & HOUSING (1) | — | — | — | $1.9M | <0.1% | |
| VICTORY NASDAQ-100INDEX FUND | — | — | — | $1.9M | <0.1% | |
| VANGUARD LONG TERMUS TREASURY INVESTOR | — | — | — | $1.8M | <0.1% | |
| FIDELITY FOUNDERSFUND (1) | — | — | — | $1.8M | <0.1% | |
| VANGUARD HIGH YIELDCORP INVESTOR CL | — | — | — | $1.7M | <0.1% | |
| JANUS HENDERSONGL LIFE SCIENCES T | — | — | — | $1.7M | <0.1% | |
| FIDELITY JAPANSMALLER COMPANIES (1) | — | — | — | $1.7M | <0.1% | |
| FIDELITY SELECTDEFENSE & AEROSPACE (1) | — | — | — | $1.7M | <0.1% | |
| MORGAN STANLEYINSIGHT A | — | — | — | $1.7M | <0.1% | |
| FIDELITY TREASURYONLY MONEY MARKET FD (1) 578 FIDELITY TREND (1) | — | — | — | $1.7M | <0.1% | |
| FIDELITY REAL ESTATEINCOME (1) | — | — | — | $1.7M | <0.1% | |
| T ROWE PRICEDIVIDEND GROWTH | — | — | — | $1.7M | <0.1% | |
| RYDEX NASDAQ 100 2XSTRATEGY CL H | — | — | — | $1.6M | <0.1% | |
| GQG PARTNERS US QULTSELECT EQUITY INVSTR | — | — | — | $1.6M | <0.1% | |
| FIDELITY SELECTCONSUMER STPLES PORT (1) | — | — | — | $1.5M | <0.1% | |
| BLACKROCK TECHNOLOGYOPPORTUNITIES CL A | — | — | — | $1.5M | <0.1% | |
| ISHARES S&P 500INDEX INVESTOR A | — | — | — | $1.5M | <0.1% | |
| FIDELITY MID CAPVALUE (1) | — | — | — | $1.5M | <0.1% | |
| FIMM TREASURY ONLYPORTFOLIO: CL I (1) | — | — | — | $1.5M | <0.1% | |
| FIDELITY CAPITAL &INCOME (1) | — | — | — | $1.5M | <0.1% | |
| VICTORY NASDAQ-100INDEX FUND CL A | — | — | — | $1.5M | <0.1% | |
| AQR LONG SHORTEQUITY FUND CL I | — | — | — | $1.5M | <0.1% | |
| FIDELITY FREEDOMINDX 2060 INSTL PREM (1) 529 FIDELITY FUND (1) | — | — | — | $1.5M | <0.1% | |
| INVESCO GOLD & SPECMINERALS A | — | — | — | $1.5M | <0.1% | |
| T ROWE PRICERETIREMENT 2045 FD | — | — | — | $1.4M | <0.1% | |
| ULTRA BULL PRO FUNDINVESTORS SHARES | — | — | — | $1.3M | <0.1% | |
| T ROWE PRICEFINANCIAL SERVICES | — | — | — | $1.3M | <0.1% | |
| T ROWE PRICE EQUITYINDEX 500 FUND | — | — | — | $1.3M | <0.1% | |
| FIDELITY CANADA (1) | — | — | — | $1.3M | <0.1% | |
| FIDELITY NATURALRESOURCES FUND (1) | — | — | — | $1.3M | <0.1% | |
| RYDEX RUSSELL 20002X STRATEGY CL H | — | — | — | $1.3M | <0.1% | |
| T ROWE PRICE RETIREBLEND 2025 FD INVEST | — | — | — | $1.3M | <0.1% | |
| VANGUARD GROWTHINDEX ADMIRAL | — | — | — | $1.3M | <0.1% | |
| T ROWE PRICEBLUE CHIP GROWTH INC | — | — | — | $1.2M | <0.1% | |
| RYDEX ELECTRONICSINV CLASS | — | — | — | $1.2M | <0.1% | |
| T ROWE PRICE INT'LVALUE EQUITY FUND | — | — | — | $1.2M | <0.1% | |
| VANGUARD/WELLESLEYINCOME INVESTOR | — | — | — | $1.2M | <0.1% | |
| JANUS HENDERSONBALANCED T | — | — | — | $1.2M | <0.1% | |
| PIMCO INCOME FUNDINSTITUTIONAL FUND | — | — | — | $1.1M | <0.1% | |
| DFA INTERNATIONALCORE EQUITY | — | — | — | $1.1M | <0.1% | |
| VEST BITCOINSTRATEGY MANAGED VOL | — | — | — | $1.1M | <0.1% | |
| PUTNAM GLOBAL HEALTHCARE FUND CLASS A | — | — | — | $1.1M | <0.1% | |
| MORGAN STANLEYGROWTH PORTFOLIO A | — | — | — | $1.1M | <0.1% | |
| AKRE FOCUS FUNDRETAIL | — | — | — | $1.1M | <0.1% | |
| COLUMBIA DIVIDENDINCOME CL A | — | — | — | $1.1M | <0.1% | |
| RYDEX S&P 500 2XSTRATEGY CL H | — | — | — | $1.1M | <0.1% |
Showing top 200 of 1,870 investments by value.