Fidelity INV INS OP COM

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

Active participants

340,830

Total plan assets

$48.6B

Filings (rows)

Direct comp

-$7.9M

Indirect comp

$12.8M

Other variants under "FIDELITY INV"

FIDELITY INVESTMENTS INSTITUTIONAL33,358 FIDELITY INVESTMENTS648 FIDELITY INV INST OPS CO215 FIDELITY INVESTMENTS INST OP CO103 FIDELITY INV INST OPER CO76 FIDELITY INV INST OPERATIONS CO72 FIDELITY INVESTMENTS INST OPER CO66

SERVICES PROVIDED

Recordkeeper3

Other service providers1

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
MAYO Clinic MAYO 403(b) Plan · all filings	ROCHESTER, MN	Recordkeeper	83,799	$15.1B	-$2.4M	$4.0M
MAYO Clinic MAYO 403(b) Plan · all filings	ROCHESTER, MN	Other service providers	87,000	$12.8B	-$2.0M	$3.4M
MAYO Clinic MAYO 403(b) Plan · all filings	ROCHESTER, MN	Recordkeeper	85,933	$11.2B	-$2.2M	$2.8M
MAYO Clinic MAYO 403(b) Plan · all filings	ROCHESTER, MN	Recordkeeper	84,098	$9.5B	-$1.3M	$2.6M