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

257,031

Total plan assets

$33.5B

Filings (rows)

Direct comp

-$5.5M

Indirect comp

$8.8M

Other variants under "FIDELITY INV"

FIDELITY INVESTMENTS INSTITUTIONAL32,524 FIDELITY INVESTMENTS608 FIDELITY INV INST OPS CO210 FIDELITY INVESTMENTS INST OP CO101 FIDELITY INV INST OPER CO76 FIDELITY INV INST OPERATIONS CO68 FIDELITY INVESTMENTS INST OPER CO62

SERVICES PROVIDED

Recordkeeper2

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
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