FIDELITY INSTL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
16
Active participants
170,459
Total plan assets
$65.3B
Filings (rows)
16
Direct comp
$6.8M
Indirect comp
$0
Aggregating 8 name variants under "FIDELITY INSTL"
SERVICES PROVIDED
Other13
Recordkeeper2
Advisor / Consultant1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| FIAM INST CASH COMM POOL | 3 |
| FIAM SMALL/MID CAP CORE POOL | 3 |
| FIAM EMRG MKTS DEBT COMMINGLED PO | 3 |
| FIAM SMALL CAP CORE POOL | 3 |
| FIAM LNG CORPORATE A OR BETTER POOL | 3 |
| FIAM SELECT INTERNATIONAL POOL | 3 |
| FIAM 30/70 POOL A | 3 |
| FIAM SELECT INTL SMALL CAPITALI | 3 |
| FIAM LNG US TREAS STRIPS 159 1895 | 3 |
| FIAM INTERMEDIATE DURATION COM POOL | 3 |
| FIAM SELECT CANADA POOL | 3 |
| FIAM GLBL LW VOLATILITY EQUITY POOL | 3 |
| FIAM INTERNATIONAL GROWTH POOL | 3 |
| FIAM US REAL ESTATE INVEST TR CIT | 3 |
| FIAM SELECT EMRG MKTS EQUITY PO | 3 |
| FIAM 8-10 YR CORPORATE BOND COMM PO | 3 |
| FIAM BROAD MARKET DURATION | 2 |
| FIAM GROUP TR SMALL CAP CORE POOL | 2 |
| FIAM EMERGING MARKETS COMMINGLED PO | 2 |
| FIAM FLOATING RATE HI | 2 |
| FIAM HIGH YIELD BOND COMM POOL | 2 |
| FIAM CORE PLUS COMMINGLED POOL | 1 |
| FIAM CORE PLUS COMMINGLES POOLED | 1 |
Top plans served
All 16 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE, RI | Other NONE | 53,831 | $19.2B | $1.1M |
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE, RI | Other NONE | 51,062 | $19.0B | $1.1M |
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE, RI | Other NONE | 56,219 | $18.8B | $1.1M |
| TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUND INTERNATIONAL BROTHERHOOD OF TEAMSTERS UNION LOCAL 710 PENSION FUND | MOKENA, IL | Other NONE | 7,676 | $4.5B | $214K |
| LSI CORPORATION AGERE SYSTEMS PENSION PLAN | ALLENTOWN, PA | Other NONE | 136 | $1.0B | $317K |
| LSI CORPORATION AGERE SYSTEMS PENSION PLAN | BREINIGSVILLE, PA | Other NONE | 128 | $995.4M | $791K |
| LSI CORPORATION AGERE SYSTEMS PENSION PLAN | BREINIGSVILLE, PA | Other NONE | 111 | $922.4M | $492K |
| TELEDYNE TECHNOLOGIES INCORPORATED TELEDYNE TECHNOLOGIES INCORPORATED PENSION PLAN FOR DEFINED ACTIVE PARTICIPANTS | THOUSAND OAKS, CA | Other NONE | 486 | $180.3M | $6K |
| KRATON CORPORATION KRATON POLYMERS US LLC PENSION PLAN MASTER TRUST | THE WOODLANDS, TX | Other INV.MGMT | 0 | $132.5M | $471K |
| KRATON CORPORATION KRATON POLYMERS US LLC PENSION PLAN MASTER TRUST | THE WOODLANDS, TX | Other INV.MGMT | 0 | $130.8M | $434K |
| KRATON CORPORATION KRATON POLYMERS US LLC PENSION PLAN MASTER TRUST | BELPRE, OH | Other INV.MGMT | 0 | $123.2M | $468K |
| HOLYOKE MEDICAL CENTER, INC. THE HOLYOKE HOSPITAL PENSION PLAN | HOLYOKE, MA | Other NONE | 240 | $84.6M | $14K |
| NATIONAL ENDOWMENT FOR DEMOCRACY NATIONAL ENDOWMENT FOR DEMOCRACY 403(B) RETIREMENT PLAN | WASHINGTON, DC | Recordkeeper RECORDKEEPER | 288 | $71.5M | $70K |
| NATIONAL ENDOWMENT FOR DEMOCRACY NATIONAL ENDOWMENT FOR DEMOCRACY 403(B) RETIREMENT PLAN | WASHINGTON, DC | Recordkeeper RECORDKEEPER | 282 | $55.8M | $58K |
| TRIVIUM PACKAGING USA INC. TRIVIUM DEFINED BENEFIT PLAN | ROSEMONT, IL | Advisor / Consultant INV ADVISORY | 0 | $15.5M | $184K |
| SOUTHWESTERN VERMONT HEALTH CARE CORPORATION SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN | BENNINGTON, VT | Other SERVICE PROVIDER | 0 | $16 | $12K |