FIDELITY INVST
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
89
Active participants
894,057
Total plan assets
$203.5B
Filings (rows)
89
Direct comp
$31.4M
Indirect comp
$30
Aggregating 21 name variants under "FIDELITY INVST"
FIDELITY INVST INST OPER CO20FIDELITY INVST INSTNL OPRTN CO13FIDELITY INVSTS INST OPER CO6FIDELITY INVSTMTS INSTL OPS CO6FIDELITY INVSTMNTS INST OPER CO6FIDELITY INVSTMTS INST OPS CO3FIDELITY INVST INST OPS3FIDELITY INVSTMNT INSTITUTIONAL OPS3FIDELITY INVSTMT INST OPS CO3FIDELITY INVSTMNT INSTITUTIONAL OP3FIDELITY INVSTMNTS INSTITUTIONAL OP3FIDELITY INVSTS INSTL OPER CO3FIDELITY INVST INSTITUTIONAL OPP CO3FIDELITY INVST INSTL OPS3FIDELITY INVST INST OP CO3FIDELITY INVSTS INSTITUTIONAL OPS C2FIDELITY INVST INST OPS CO2FIDELITY INVST INTNL OPRTN CO1FIDELITY INVST INST OPERATIONS CO1FIDELITY INVST INSTITUTIONAL OPS CO1FIDELITY INVSTSINSTINALOPRASCMPLLC1
SERVICES PROVIDED
Recordkeeper62
Other26
Advisor / Consultant1
Top plans served
All 89 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA, MN | Recordkeeper RECORDKEEPER | — | $31.0B | $0 |
| UNITEDHEALTH GROUP INCORPORATED UNITEDHEALTH GROUP 401(K) SAVINGS PLAN | MINNETONKA, MN | Recordkeeper RECORDKEEPER | 199,134 | $26.6B | $6.0M |
| UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA, MN | Recordkeeper RECORDKEEPER | — | $26.1B | $0 |
| UNITEDHEALTH GROUP INCORPORATED UNITEDHEALTH GROUP 401(K) SAVINGS PLAN | MINNETONKA, MN | Recordkeeper RECORDKEEPER | 205,074 | $22.4B | $6.9M |
| UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA, MN | Recordkeeper RECORDKEEPER | — | $20.8B | $0 |
| UNITEDHEALTH GROUP INCORPORATED UNITEDHEALTH GROUP 401(K) SAVINGS PLAN | MINNETONKA, MN | Recordkeeper RECORDKEEPER | 198,787 | $18.6B | $6.8M |
| BP CORPORATION NORTH AMERICA INC. BP RETIREMENT ACCUMULATION PLAN | HOUSTON, TX | Other NONE | 9,651 | $5.5B | $1.6M |
| BP CORPORATION NORTH AMERICA INC. BP RETIREMENT ACCUMULATION PLAN | HOUSTON, TX | Other NONE | 9,360 | $5.4B | $1.2M |
| BP CORPORATION NORTH AMERICA INC. BP RETIREMENT ACCUMULATION PLAN | HOUSTON, TX | Other NONE | 9,724 | $5.3B | $1.4M |
| NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY RETIREMENT PLAN | EVANSTON, IL | Other NONE KNOWN | 10,023 | $4.4B | $173K |
| NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY RETIREMENT PLAN | EVANSTON, IL | Other NONE KNOWN | 9,328 | $4.0B | $202K |
| NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY RETIREMENT PLAN | EVANSTON, IL | Other NONE KNOWN | 9,440 | $3.5B | $144K |
| US FOODS, INC. US FOODS 401(K) PLAN | ROSEMONT, IL | Other NONE KNOWN | 27,989 | $1.9B | $1.3M |
| THE CHILDREN'S HOSPITAL CORPORATION THE CHILDREN'S HOSPITAL CORPORATION TAX-DEFERRED ANNUITY PLAN | BOSTON, MA | Recordkeeper RECORDKEEPER | 16,343 | $1.6B | $0 |
| THE CHILDREN'S HOSPITAL CORPORATION THE CHILDREN'S HOSPITAL CORPORATION TAX-DEFERRED ANNUITY PLAN | BOSTON, MA | Recordkeeper RECORDKEEPER | 15,164 | $1.4B | $0 |
| NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY VOLUNTARY SAVINGS PLAN | EVANSTON, IL | Other NONE KNOWN | 13,658 | $1.2B | $0 |
| THE CHILDREN'S HOSPITAL CORPORATION THE CHILDREN'S HOSPITAL CORPORATION TAX-DEFERRED ANNUITY PLAN | BOSTON, MA | Recordkeeper RECORDKEEPER | 14,199 | $1.1B | $0 |
| NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY VOLUNTARY SAVINGS PLAN | EVANSTON, IL | Other NONE KNOWN | 12,219 | $1.1B | $42K |
| CHEVRON PHILLIPS CHEMICAL COMPANY LP CHEVRON PHILLIPS CHEMICAL COMPANY LP RETIREMENT PLAN | THE WOODLANDS, TX | Other NONE | 4,433 | $1.1B | $565K |
| CHEVRON PHILLIPS CHEMICAL COMPANY LP CHEVRON PHILLIPS CHEMICAL COMPANY LP RETIREMENT PLAN | THE WOODLANDS, TX | Other NONE | 4,657 | $1.0B | $620K |
| ERIE INDEMNITY COMPANY ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES | ERIE, PA | Other NONE | 6,740 | $1.0B | $0 |
| ERIE INDEMNITY COMPANY ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES | ERIE, PA | Other NONE | 6,507 | $1.0B | $0 |
| CHEVRON PHILLIPS CHEMICAL COMPANY LP CHEVRON PHILLIPS CHEMICAL COMPANY LP RETIREMENT PLAN | THE WOODLANDS, TX | Other NONE | 4,162 | $1.0B | $641K |
| NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY VOLUNTARY SAVINGS PLAN | EVANSTON, IL | Other NONE KNOWN | 12,335 | $950.3M | $4K |
| AMPHENOL CORPORATION & AFFILIATED COMPANIES AMPHENOL CORPORATION EMPLOYEE SAVINGS/401(K) PLAN | WALLINGFORD, CT | Recordkeeper RECORDKEEPER | 6,984 | $779.2M | -$543K |
| AMPHENOL CORPORATION & AFFILIATED COMPANIES AMPHENOL CORPORATION EMPLOYEE SAVINGS/401(K) PLAN | WALLINGFORD, CT | Recordkeeper RECORDKEEPER | 5,339 | $672.1M | -$566K |
| TUFTS MEDICAL CENTER, INC. TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) | BOSTON, MA | Other NONE | 3,457 | $629.8M | $175K |
| SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON, MA | Recordkeeper RECORDKEEPER | 1,903 | $628.7M | $1K |
| OPTUM MEDICAL SERVICES, P.C. OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN | MINNETONKA, MN | Recordkeeper RECORDKEEPER | 3,160 | $613.0M | $12K |
| SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON, MA | Recordkeeper RECORDKEEPER | 1,862 | $582.7M | $1K |
| AMPHENOL CORPORATION & AFFILIATED COMPANIES AMPHENOL CORPORATION EMPLOYEE SAVINGS/401(K) PLAN | WALLINGFORD, CT | Recordkeeper RECORDKEEPER | 5,415 | $561.1M | -$416K |
| OPTUM MEDICAL SERVICES, P.C. OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN | MINNETONKA, MN | Recordkeeper RECORDKEEPER | 3,527 | $542.0M | $59K |
| SANTA CLARA UNIVERSITY SANTA CLARA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA CLARA, CA | Recordkeeper RECORDKEEPER | 1,842 | $520.4M | $5K |
| SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON, MA | Recordkeeper RECORDKEEPER | 1,843 | $520.1M | $1K |
| ELECTROLUX HOME PRODUCTS, INC. ELECTROLUX HOME PRODUCTS, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE, NC | Recordkeeper RECORDKEEPER | 2,150 | $481.5M | $162K |
| ELECTROLUX HOME PRODUCTS, INC. ELECTROLUX HOME PRODUCTS, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE, NC | Recordkeeper RECORDKEEPER | 2,247 | $455.8M | $197K |
| SANTA CLARA UNIVERSITY SANTA CLARA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA CLARA, CA | Recordkeeper RECORDKEEPER | 1,889 | $455.1M | $5K |
| OPTUM MEDICAL SERVICES, P.C. OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN | MINNETONKA, MN | Recordkeeper RECORDKEEPER | 3,445 | $423.4M | $64K |
| SANTA CLARA UNIVERSITY SANTA CLARA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA CLARA, CA | Recordkeeper RECORDKEEPER | 2,078 | $388.5M | $0 |
| ELECTROLUX HOME PRODUCTS, INC. ELECTROLUX HOME PRODUCTS, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE, NC | Recordkeeper RECORDKEEPER | 2,477 | $380.3M | $161K |
| INTERNATIONAL TRANSMISSION COMPANY ITC SAVINGS & INVESTMENT PLAN | NOVI, MI | Recordkeeper RECORDKEEPER | 794 | $375.6M | -$6K |
| TUFTS MEDICAL CENTER, INC. TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) | BOSTON, MA | Other NONE | 1,702 | $372.5M | $50K |
| NATIONAL JEWISH HEALTH 403 (B) RETIREMENT PLAN | DENVER, CO | Recordkeeper RECORDKEEPER | 2,379 | $355.9M | $106K |
| TUFTS MEDICAL CENTER, INC. TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) | BOSTON, MA | Other NONE | 1,812 | $335.2M | $189K |
| NATIONAL JEWISH HEALTH 403 (B) RETIREMENT PLAN | DENVER, CO | Recordkeeper RECORDKEEPER | 2,372 | $331.5M | $145K |
| BEAVER MEDICAL GROUP, P.C. BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN | MINNETONKA, MN | Recordkeeper RECORDKEEPER | 1,289 | $319.0M | $50K |
| INTERNATIONAL TRANSMISSION COMPANY ITC SAVINGS & INVESTMENT PLAN | NOVI, MI | Recordkeeper RECORDKEEPER | 759 | $309.1M | $29K |
| BEAVER MEDICAL GROUP, P.C. BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN | MINNETONKA, MN | Recordkeeper RECORDKEEPER | 1,552 | $305.0M | $109K |
| NATIONAL JEWISH HEALTH 403 (B) RETIREMENT PLAN | DENVER, CO | Recordkeeper RECORDKEEPER | 2,390 | $294.8M | $207K |
| RHODE ISLAND SCHOOL OF DESIGN RHODE ISLAND SCHOOL OF DESIGN RETIREMENT PLAN | PROVIDENCE, RI | Recordkeeper RECORDKEEPER | 1,446 | $277.4M | $0 |
| RHODE ISLAND SCHOOL OF DESIGN RHODE ISLAND SCHOOL OF DESIGN RETIREMENT PLAN | PROVIDENCE, RI | Recordkeeper RECORDKEEPER | 940 | $253.3M | $156 |
| INTERNATIONAL TRANSMISSION COMPANY ITC SAVINGS & INVESTMENT PLAN | NOVI, MI | Recordkeeper RECORDKEEPER | 732 | $248.9M | $12K |
| THE CHILDREN'S HOSPITAL CORPORATION THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN | BOSTON, MA | Recordkeeper RECORDKEEPER | 533 | $239.1M | $7K |
| PJM INTERCONNECTION, LLC PJM INTERCONNECTION, LLC PENSION PLAN | AUDUBON, PA | Recordkeeper RECORDKEEPER | 377 | $233.8M | $526K |
| PJM INTERCONNECTION, LLC PJM INTERCONNECTION, LLC PENSION PLAN | AUDUBON, PA | Recordkeeper RECORDKEEPER | 366 | $230.2M | $238K |
| THE CHILDREN'S HOSPITAL CORPORATION THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN | BOSTON, MA | Recordkeeper RECORDKEEPER | 548 | $224.2M | $0 |
| RHODE ISLAND SCHOOL OF DESIGN RHODE ISLAND SCHOOL OF DESIGN RETIREMENT PLAN | PROVIDENCE, RI | Recordkeeper RECORDKEEPER | 923 | $223.5M | $125 |
| PJM INTERCONNECTION, LLC PJM INTERCONNECTION, LLC PENSION PLAN | AUDUBON, PA | Recordkeeper RECORDKEEPER | 397 | $210.5M | $788K |
| THE CHILDREN'S HOSPITAL CORPORATION THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN | BOSTON, MA | Recordkeeper RECORDKEEPER | 512 | $198.6M | $0 |
| ELECTROLUX HOME PRODUCTS, INC. ELECTROLUX HOME PRODUCTS, INC. THRIFT PLAN | CHARLOTTE, NC | Recordkeeper RECORDKEEPER | 4,520 | $127.0M | $275K |
| ELECTROLUX HOME PRODUCTS, INC. ELECTROLUX HOME PRODUCTS, INC. THRIFT PLAN | CHARLOTTE, NC | Recordkeeper RECORDKEEPER | 4,875 | $126.0M | $294K |
| THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM | PHILADELPHIA, PA | Other NONE | 308 | $125.5M | $360 |
| THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM | PHILADELPHIA, PA | Other NONE | 319 | $113.5M | $385 |
| ELECTROLUX HOME PRODUCTS, INC. ELECTROLUX HOME PRODUCTS, INC. THRIFT PLAN | CHARLOTTE, NC | Recordkeeper RECORDKEEPER | 5,560 | $101.3M | $414K |
| THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM | PHILADELPHIA, PA | Other NONE | 301 | $99.7M | $420 |
| AMPHENOL CORPORATION & AFFILIATED COMPANIES AMPHENOL AFFILIATED COMPANIES EMPLOYEE SAVINGS 401(K) PLAN | WALLINGFORD, CT | Recordkeeper RECORDKEEPER | 958 | $73.8M | -$34K |
| AMPHENOL CORPORATION & AFFILIATED COMPANIES AMPHENOL AFFILIATED COMPANIES EMPLOYEE SAVINGS 401(K) PLAN | WALLINGFORD, CT | Recordkeeper RECORDKEEPER | 913 | $64.2M | -$14K |
| PHYSICIANS ENDOSCOPY, LLC THE 401(K) PLAN AND TRUST OF PHYSICIANS ENDOSCOPY, LLC | MINNETONKA, MN | Recordkeeper RECORDKEEPER | 1,371 | $62.9M | $22K |
| AMPHENOL THERMOMETRICS, INC. AMPHENOL THERMOMETRICS, INC. EMPLOYEE SAVINGS/401(K) PLAN | ST. MARYS, PA | Recordkeeper RECORDKEEPER | 356 | $59.7M | -$58K |
| PHYSICIANS ENDOSCOPY, LLC THE 401(K) PLAN AND TRUST OF PHYSICIANS ENDOSCOPY, LLC | EDEN PRAIRIE, MN | Recordkeeper RECORDKEEPER | 1,488 | $54.8M | $25 |
| AMPHENOL CORPORATION & AFFILIATED COMPANIES AMPHENOL AFFILIATED COMPANIES EMPLOYEE SAVINGS 401(K) PLAN | WALLINGFORD, CT | Recordkeeper RECORDKEEPER | 1,053 | $51.8M | -$23K |
| AMPHENOL THERMOMETRICS, INC. AMPHENOL THERMOMETRICS, INC. EMPLOYEE SAVINGS/401(K) PLAN | ST. MARYS, PA | Recordkeeper RECORDKEEPER | 374 | $50.9M | -$40K |
| AMPHENOL THERMOMETRICS, INC. AMPHENOL THERMOMETRICS, INC. EMPLOYEE SAVINGS/401(K) PLAN | ST. MARYS, PA | Recordkeeper RECORDKEEPER | 372 | $41.4M | -$42K |
| MAXXAM INC. MAXXAM PENSION PLAN | HOUSTON, TX | Recordkeeper RECORDKEEPER | 2 | $33.5M | $109K |
| MAXXAM INC. MAXXAM PENSION PLAN | HOUSTON, TX | Recordkeeper RECORDKEEPER | 1 | $29.5M | $515K |
| MAXXAM INC. MAXXAM PENSION PLAN | HOUSTON, TX | Recordkeeper RECORDKEEPER | 0 | $25.2M | $277K |
| THE OILGEAR COMPANY THE OILGEAR COMPANY RETIREMENT PLAN | TRAVERSE CITY, MI | Advisor / Consultant INVESTMENT ADVISORY | 27 | $15.1M | $48K |
| THE OILGEAR COMPANY THE OILGEAR COMPANY RETIREMENT PLAN | TRAVERSE CITY, MI | Other ADMIN FEES | 27 | $14.7M | $33K |
| THE OILGEAR COMPANY THE OILGEAR COMPANY RETIREMENT PLAN | TRAVERSE CITY, MI | Other ADMIN FEES | 25 | $13.2M | $146K |
| AMPHENOL CORPORATION & AFFILIATED COMPANIES AMPHENOL EMPLOYEE DEFERRAL SAVINGS 401(K) PLAN | WALLINGFORD, CT | Recordkeeper RECORDKEEPER | 87 | $13.1M | -$14K |
| STEWART HOME & SCHOOL, LLC STEWART HOME & SCHOOL, LLC RETIREMENT PLAN | FRANKFORT, KY | Recordkeeper RECORDKEEPER | 149 | $11.1M | $12K |
| CHEVRON PHILLIPS CHEMICAL COMPANY LP PENSION PLAN FOR HOURLY RATE EMPLOYEES OF PERFORMANCE PIPE AT BLOOMFIELD & FAIRFIELD, IOWA | THE WOODLANDS, TX | Other NONE | 56 | $9.8M | $11K |
| CHEVRON PHILLIPS CHEMICAL COMPANY LP PENSION PLAN FOR HOURLY RATE EMPLOYEES OF PERFORMANCE PIPE AT BLOOMFIELD & FAIRFIELD, IOWA | THE WOODLANDS, TX | Other NONE | 53 | $9.5M | $10K |
| AMPHENOL CORPORATION & AFFILIATED COMPANIES AMPHENOL EMPLOYEE DEFERRAL SAVINGS 401(K) PLAN | WALLINGFORD, CT | Recordkeeper RECORDKEEPER | 42 | $9.5M | -$18K |
| CHEVRON PHILLIPS CHEMICAL COMPANY LP PENSION PLAN FOR HOURLY RATE EMPLOYEES OF PERFORMANCE PIPE AT BLOOMFIELD & FAIRFIELD, IOWA | THE WOODLANDS, TX | Other NONE | 49 | $9.4M | $14K |
| TIMES MICROWAVE SYSTEMS, INC. TIMES MICROWAVE SYSTEMS UNION 401(K) PLAN | WALLINGFORD, CT | Recordkeeper RECORDKEEPER | 134 | $6.9M | -$1K |
| TIMES MICROWAVE SYSTEMS, INC. TIMES MICROWAVE SYSTEMS UNION 401(K) PLAN | WALLINGFORD, CT | Recordkeeper RECORDKEEPER | 129 | $6.4M | -$507 |
| TIMES MICROWAVE SYSTEMS, INC. TIMES MICROWAVE SYSTEMS UNION 401(K) PLAN | WALLINGFORD, CT | Recordkeeper RECORDKEEPER | 140 | $6.0M | -$1K |
| BEAVER MEDICAL GROUP, P.C. BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN | MINNETONKA, MN | Recordkeeper RECORDKEEPER | 0 | $0 | $4K |