· 2022–2024 · DOL EFAST2

FIDELITY INV INST OP S CO

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

3

Active participants

16,379

Total plan assets

$2.7B

Filings (rows)

3

Direct comp

-$33K

Indirect comp

$356K

Other variants under "FIDELITY INV"

FIDELITY INVESTMENTS INSTITUTIONAL32,416 FIDELITY INVESTMENTS605 FIDELITY INV INST OPS CO210 FIDELITY INVESTMENTS INST OP CO101 FIDELITY INV INST OPER CO75 FIDELITY INV INST OPERATIONS CO68 FIDELITY INVESTMENTS INST OPER CO62 FIDELITY INVESTMENTS INST OPS CO56 FIDELITY INV INST OP CO47 FIDELITY INVESTMENTS INST OPS46 FIDELITY INV INST OPER42 FIDELITY INV INST L OP CO30 FIDELITY INVEST INST OPER CO29 FIDELITY INV INST OPERATIONS28 FIDELITY INVESTMENT INSTITUTIONAL27 FIDELITY INVEST INST OPR CO24 FIDELITY INVEST INSTIT OPER CO23 FIDELITY INV INS OPS CO23 FIDELITY INVESTMENTS INSTL OPS CO23 FIDELITY INVST INST OPER CO20 FIDELITY INVEST INST OPS CO16 FIDELITY INV INSTL OPS16 FIDELITY INVESTMENT16 FIDELITY INVST INSTNL OPRTN CO13 FIDELITY INVESTMENT INST OPS CO13 FIDELITY INVEST INSTIT L OPER CO12 FIDELITY INV INSTL OPS CO12 FIDELITY INVESTMT INSTIT OP CO12 FIDELITY INVESTMENTS INSTL OPS10 FIDELITY INVESTMENTS INST OP10 FIDELITY INVESTMENTS INST10 FIDELITY INVMTS INST OPERATIONS10 FIDELITY INVES INST OPERS CO9 FIDELITY INV INSTITUTIONAL OP CO8 FIDELITY INVEST INST OP CO8 FIDELITY INVESTMENTS INST L OPS CO8 FIDELITY INVESTMENTS INST OPERATION8 FIDELITY INVEST INST OPS7 FIDELITY INVT INST OP CO7 FIDELITY INVEST INSTITUTIONAL7 FIDELITY INVSTMTS INSTL OPS CO6 FIDELITY INVEST INSTL OPER CO6 FIDELITY INV IN OP CO6 FIDELITY INVEST INST OP6 FIDELITY INVSMTS INST OPER CO6 FIDELITY INVESTMENTS INSTITUTION6 FIDELITY INVEST INSTITUTIONAL OPS6 FIDELITY INV INTS OP CO6 FIDELITY INVESTMENTS INST OPS CO IN6 FIDELITY INVSTS INST OPER CO6

SERVICES PROVIDED

Other3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
TRUSTEES OF TUFTS COLLEGE TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN	MEDFORD, MA	Other	5,787	$996.1M	$0
TRUSTEES OF TUFTS COLLEGE TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN	MEDFORD, MA	Other	5,554	$903.4M	$0
TRUSTEES OF TUFTS COLLEGE TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN	MEDFORD, MA	Other	5,038	$795.8M	-$33K