DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

unclassified

Fidelity Institutional Asset Mgmt

unclassifiedRI
Advisory clients on the tape
27
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
27 allocators
Other roles
3 allocators
Schedule C rows
221 rows, $43.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
International Brotherhood of Teamsters Union Local 710 Pension Fund202551NONE$341,140
American Savings Bank Retirement Plan202528 51 52 68NONE$207,629
Paccar Inc Retirement Plan202528 50INVESTMENT MANAGER$200,237
Amica Pension Fund202427 50NONE$1.1M
The Bank of America Pension Plan202428 50 51 71NONE$1.1M
NEW York Life Insurance Company Pension Plan202428 50 51NONE$893,948
Ntess Retirement Income Plan202428 51NONE$742,860
ING Financial Services LLC Retirement Plan202427 28 51INV MGMT$708,273
Nylic Retirement Plan202428 50 51NONE$644,887
Texas United Corporation Pension Plan202451NONE$523,265
Automatic Data Processing Inc Pension Retirement Plan202451INVESTMENT MANAGEMENT$470,020
Southern California Gas Company Pension Plan202428 51NONE$464,203
Central States, Southeast & Southwest Areas Pension Plan202451INVESTMENT SERVICES$461,936
BNP Paribas Pension Plan202427 51 52 71NONE$457,112
Indiana Farm Bureau Retirement Plan202428NONE$412,206
Unify Financial Credit Union Pension Plan202428 51INV MGMT$376,649
NRA Employee Retirement Plan202427 50INVESTMENT ADVISORY$370,869
Hancock Whitney Corporation Pension Plan202428NONE$349,720
Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fund202419 21 28 51 68 71 72NONE$337,352
Kpmg Pension Plan202428 51NONE$324,695
Retirement Plan for Employees of Southern States202428 51INV. ADVISORY$304,707
Employees' Cash Balance Plan of Atlantic Health System, Inc.202428 50NONE$262,948
Pension Plan for Salaried Employees of Alcon202421 28 51INV MGMT$262,833
American Savings Bank Retirement Plan202428 51 52 68NONE$253,479
Iron Workers District Council of So Oh & Vicinity Pension Trust202428 51NONE$229,496
International Brotherhood of Teamsters Union Local 710 Pension Fund202451NONE$213,523
Trivium Defined Benefit Plan202427 50INV ADVISORY$184,490
Copyright Clearance Center, Inc. Defined Benefit Plan202428 50INV MGMT$171,169
Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust202427 51INV. ADVISORY$170,922
Paccar Inc Retirement Plan202428 50INVESTMENT MANAGER$152,350
Blue Diamond Growers Employees Pension Plan202428 51INV. MANAGEMENT$140,283
SAN Diego Gas & Electric Company Cash Balance Plan202428 51NONE$140,155
Woolrich, Inc. Pension Plan202427 28 50 51NONE$140,000
Siltronic Corporation Pension Plan202427 51INVESTMENT MANAGEER$120,194
Generations Community Federal Credit Union Retirement Pension Plan202428 51INV. ADVISORY$112,067
Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries2024273RD PARTY$111,003
Preformed Line Products Company Hourly Employees Retirement Plan202428 51NONE$102,553
Gardner Denver, Inc Pension Plan202427 50INV. ADVISORY$91,340
Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries202428 51 52 68NONE$89,238
Centerpoint Energy Retirement Plan202428 51NONE$89,000
Ibew Local 701 Pension Fund202451NONE$79,352
Lloyd's Register Americas, Inc. Retirement Plan for United States Employees202427 51INV. ADVISORY$79,067
Electrical Workers Local No. 292 Pension Plan202428 51 71NONE$71,722
Employees' Retirement Plan of S&t Bank202428 50 51NONE$67,150
Yorozu Automotive Tennessee, Inc. Defined Benefit Plan202427 50INVEST ADV$61,878
Schurz Communications, Inc. Retirement Plan202427INVESTMENT ADVISOR$58,908
Oerlikon USA Holding, Inc. Pension Plan202428 51INV MANAGEMENT$56,335
Sheet Metal Workers Local Union No 71 Pension Plan202433 51NONE$49,022
Tree Top, Inc. Pension Plan202428 51NONE$46,402
The Oilgear Company Retirement Plan202427 28 99INVEST ADVISORY$46,386
Messer Cutting Systems, Inc. Pension Plan202428 51INV MGMT$44,924
Galileo & Worldspan U.S. Legacy Pension Plan202427 50NONE$40,744
Girl Scouts of the USA Retirement Plan202428 51NONE$39,030
Kpmg Partner Pension Plan202428 51NONE$39,025
Robertson-Ceco Corporation Master Pension Plan202428NONE$37,578
Sempra Cash Balance Plan202428 51NONE$37,089
Coca-Cola Consolidated, Inc. Bargaining Employees Pension Plan202427INADV-PL$37,088
Leybold USA Pension Plan202428 51INV. ADVISORY$34,383
Cbera Plan C202428 50INVESTMENT MGMT$33,810
NEW York Shakespeare Festival Retirement Plan202428 99INVEST ADV$31,803
Pension Plan for Bargaining Group Hourly Employees of the Cambridge, Ohio Plant of Bluescope Coated Products, LLC202428 51NONE$30,648
Anaren Microwave, Inc. Pension Plan202427 50INV. ADVISORY$29,076
Granges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc Plant202428INVESTMENT MANAGEMENT$22,460
Briggs & Stratton, LLC Cash Balance Retirement Plan202426 27INVESTMENT ADVISORY$20,139
Walbro LLC Uaw Local No. 9699 Pension Plan202427 50INV. ADVISORY$18,987
Neenah Consolidated Pension Plan202427 50INVESTMENT ADVISORY$17,616
Corry Jamestown and Holga Pension Plan B202427 50INVESTMENT ADVISORY$15,595
Pension Plan for Certain Inactive Participants of American Water Works Company, Inc. and Its Designa2024273RD PARTY$13,448
Fiber Industries, Inc. Retirement Income Plan202427 50INVESTMENT ADVISORY$10,872
Granges Americas Inc. Pension Plan for Hourly Employees of the Newport Rolling Mill202428INVESTMENT MANAGER$10,384
The Scripps Research Institute Cash Balance Retirement Plan202421 28 51NONE$9,831
Marelli North America, Inc. Defined Benefit Plan202428 51INVESTMENT MANAGEMENT$5,246
Abarta, Inc. Pension Plan202428NONE
Abarta Coca-Cola Beverages, LLC Teamsters Local 585 Pension Plan202428NONE
The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan202428NONE
Saint-Gobain Retirement Income Plan202328 50 51 52 68 71NONE KNOWN$2.5M
The Bank of America Pension Plan202328 50 51 52 71NONE$1.1M
Ntess Retirement Income Plan202328 51NONE$944,578
ING Financial Services LLC Retirement Plan202327 28 51INV MGMT$699,436
Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries202328 51 52 68NONE$536,890
NRA Employee Retirement Plan202327 50INVESTMENT ADVISORY$523,730
NEW York Life Insurance Company Pension Plan202328 50 51NONE$491,914
Texas United Corporation Pension Plan202351NONE$481,261
Kpmg Pension Plan202328 51NONE$456,597
Pension Plan for Eligible Bettis Employees and Retirees202328 50 51 52NONE$429,802
Indiana Farm Bureau Retirement Plan202328NONE$425,815
Salaried Employee Pension Plan for Kapl Employees and Retirees202328 50 51 52NONE$390,797
BNP Paribas Pension Plan202327 51 52 71NONE$389,841
Centerpoint Energy Retirement Plan202327NONE$370,000
Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fund202319 21 28 51 68 71 72NONE$356,805
Nylic Retirement Plan202328 50 51NONE$354,944
Unify Financial Credit Union Pension Plan202328 51INV MGMT$350,411
Hancock Whitney Corporation Pension Plan202328NONE$328,280
Southern California Gas Company Pension Plan202328 51NONE$281,010
Pension Plan for Salaried Employees of Alcon202321 28 51INV MGMT$275,513
Iron Workers District Council of So Oh & Vicinity Pension Trust202328 51NONE$239,693
American Savings Bank Retirement Plan202328 51 52 68NONE$221,774
West Fraser, Inc. Pension Plan202328 50 51INV. ADVISORY$179,417
Employees' Cash Balance Plan of Atlantic Health System, Inc.202328 50NONE$171,221
Copyright Clearance Center, Inc. Defined Benefit Plan202328 50INV MGMT$169,413
Kpmg Partner Pension Plan202328 51NONE$168,920
Employees' Retirement Plan of S&t Bank202328 50 51NONE$158,471
Oerlikon USA Holding, Inc. Pension Plan202328 51INV MANAGEMENT$136,629
Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries2023273RD PARTY$131,659
Paccar Inc Retirement Plan202328 50INVESTMENT MANAGER$124,021
Gardner Denver, Inc Pension Plan202327 50INV. ADVISORY$118,171
Pension Plan for Kapl Employees in Participating Bargaining Units202328 50 51 52NONE$112,741
Generations Community Federal Credit Union Retirement Pension Plan202328 51INV. ADVISORY$106,820
Galileo & Worldspan U.S. Legacy Pension Plan202327 50NONE$105,963
Marelli North America, Inc. Defined Benefit Plan202328 51NONE$104,543
Blue Diamond Growers Employees Pension Plan202328 51INV. MANAGEMENT$100,729
Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust202328 51NONE$98,040
Preformed Line Products Company Hourly Employees Retirement Plan202328 51NONE$97,132
Ibew Local 701 Pension Fund202351NONE$78,521
SAN Diego Gas & Electric Company Cash Balance Plan202328 51NONE$75,555
Yorozu Automotive Tennessee, Inc. Defined Benefit Plan202327 50INVEST ADV$74,848
Lloyd's Register Americas, Inc. Retirement Plan for United States Employees202327 51INV. ADVISORY$61,903
CFG Pension Plan202328INVEST.MGMT$59,392
Schurz Communications, Inc. Retirement Plan202327INVESTMENT ADVISOR$58,893
Siltronic Corporation Pension Plan202327 51INVESTMENT MANAGEER$56,067
Girl Scouts of the USA Retirement Plan202328 51NONE$52,809
Memc LLC Pension Plan202328 51NONE$52,304
The Oilgear Company Retirement Plan202327 28 99INVEST ADVISORY$49,014
Sheet Metal Workers Local Union No 71 Pension Plan202333 51NONE$46,003
Coca-Cola Consolidated, Inc. Bargaining Employees Pension Plan202327INADV-PL$44,391
Leybold USA Pension Plan202328 51INV. ADVISORY$43,266
Retirement Plan for Employees of Southern States202328 51INV. ADVISORY$39,958
Pension Plan for Bargaining Group Hourly Employees of the Cambridge, Ohio Plant of Bluescope Coated Products, LLC202328 51NONE$38,936
Woolrich, Inc. Pension Plan202327 28 50 51NONE$36,858
Spurwink Services Defined Benefit Pension Plan202328 51INVESTMENT MGMT$35,272
Robertson-Ceco Corporation Master Pension Plan202328NONE$30,857
Granges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc Plant202328INVESTMENT MANAGEMENTACTU$26,357
Electrical Workers Local No. 292 Pension Plan202328 51 71NONE$25,423
Sempra Cash Balance Plan202328 51NONE$19,924
The Defined Benefit Plan of the Institution for Savings in Newburyport202328INVESTMENT MGMT$19,142
Cbera Plan C202328INVESTMENT MGMT$18,186
NEW York Shakespeare Festival Retirement Plan202328 99INVEST ADV$17,859
PLY Gem Group Pension Plan202328NONE$16,197
Briggs & Stratton, LLC Cash Balance Retirement Plan202326 27INVESTMENT ADVISORY$15,783
Corry Jamestown and Holga Pension Plan B202327 50N/A$14,500
Granges Americas Inc. Pension Plan for Hourly Employees of the Newport Rolling Mill202328INVESTMENT MANAGER$13,545
Pension Plan for Certain Inactive Participants of American Water Works Company, Inc. and Its Designa2023273RD PARTY$13,439
U. S. Retirement Plan202328 51 52NONE$10,164
Teamsters Union Local No. 52 Pension Fund202351NONE$10,000
Metallus Inc. Bargaining Unit Pension Plan202328 50$7,499
New Development Holdings, LLC Union Retirement Plan202328NONE$6,185
The Defined Benefit Plan of Adams Community Bank202328INVESTMENT MGMT$6,072
The Scripps Research Institute Cash Balance Retirement Plan202321 28 51NONE$5,288
Abarta Coca-Cola Beverages, LLC Teamsters Local 585 Pension Plan202328NONE
The Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan202328NONE
What changed
  • Sep 30, 2025Holding startedNeenah Consolidated Pension Plan
    Neenah Consolidated Pension Plan first reports an interest in Fiam Short Duration Pool (Fidelity Institutional Asset Mgmt): $1M at 2025-09-30
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Sep 30, 2025Holding startedNeenah Consolidated Pension Plan
    Neenah Consolidated Pension Plan first reports an interest in Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt): $10M at 2025-09-30
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Sep 30, 2025Holding startedNeenah Consolidated Pension Plan
    Neenah Consolidated Pension Plan first reports an interest in Fiam Intermediate Credit Commingled (Fidelity Institutional Asset Mgmt): $16M at 2025-09-30
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Sep 30, 2025Holding startedNeenah Consolidated Pension Plan
    Neenah Consolidated Pension Plan first reports an interest in Fiam Long Corporate a Or Better (Fidelity Institutional Asset Mgmt): $7M at 2025-09-30
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferenceRetirement Plan for Employees of Southern States
    Retirement Plan for Employees of Southern States no longer reports Fiam Institutional Cash Comm Pl (Fidelity Institutional Asset Mgmt) (last held $1M at 2024-06-30; absent from the 2025-06-30 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferenceRetirement Plan for Employees of Southern States
    Retirement Plan for Employees of Southern States no longer reports Fiam Small Cap Core Pool (Fidelity Institutional Asset Mgmt) (last held $3M at 2024-06-30; absent from the 2025-06-30 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Jun 30, 2025Holding startedAnaren Microwave, Inc. Pension Plan
    Anaren Microwave, Inc. Pension Plan first reports an interest in Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt): $8M at 2025-06-30
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Jun 30, 2025Holding startedRetirement Plan for Employees of Southern States
    Retirement Plan for Employees of Southern States first reports an interest in Fiam Long Corporate a Or Better (Fidelity Institutional Asset Mgmt): $189,851 at 2025-06-30
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Jun 30, 2025Holding startedRetirement Plan for Employees of Southern States
    Retirement Plan for Employees of Southern States first reports an interest in Fiam Intermediate Inflation-Protect (Fidelity Institutional Asset Mgmt): $1M at 2025-06-30
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Jun 30, 2025Holding startedRetirement Plan for Employees of Southern States
    Retirement Plan for Employees of Southern States first reports an interest in Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt): $1M at 2025-06-30
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferenceInvestors Bank Pension Plan
    Investors Bank Pension Plan no longer reports Fiam Global Low Volatility Equity C (Fidelity Institutional Asset Mgmt) (last held $12M at 2024-06-30; absent from the 2025-06-30 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Apr 30, 2025Holding startedElectrical Workers Local No. 292 Pension Plan
    Electrical Workers Local No. 292 Pension Plan first reports an interest in Fiam Broad Market Duration Pool (Fidelity Institutional Asset Mgmt): $30M at 2025-04-30
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding startedOerlikon USA Holding, Inc. Pension Plan
    Oerlikon USA Holding, Inc. Pension Plan first reports an interest in Fiam Emerging Markets Debt Commingl (Fidelity Institutional Asset Mgmt): $590,075 at 2024-12-31
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding startedKpmg Pension Plan
    Kpmg Pension Plan first reports an interest in Fiam Select International Small Cap (Fidelity Institutional Asset Mgmt): $12M at 2024-12-31
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceRetirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company
    Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company no longer reports Fiam Institutional Cash Comm Pl (Fidelity Institutional Asset Mgmt) (last held $113,925 at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceTexas United Corporation Pension Plan
    Texas United Corporation Pension Plan no longer reports Fiam Institutional Cash Comm Pl (Fidelity Institutional Asset Mgmt) (last held $261,281 at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceOerlikon USA Holding, Inc. Pension Plan
    Oerlikon USA Holding, Inc. Pension Plan no longer reports Fiam Small Cap Core Pool (Fidelity Institutional Asset Mgmt) (last held $409,067 at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding startedMagnequench International, Inc. Hourly Pension Plan
    Magnequench International, Inc. Hourly Pension Plan first reports an interest in Fiam Long Corporate a Or Better (Fidelity Institutional Asset Mgmt): $1M at 2024-12-31
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceOerlikon USA Holding, Inc. Pension Plan
    Oerlikon USA Holding, Inc. Pension Plan no longer reports Fiam Small/mid Cap Core Pool (Fidelity Institutional Asset Mgmt) (last held $403,974 at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceMarelli North America, Inc. Defined Benefit Plan
    Marelli North America, Inc. Defined Benefit Plan no longer reports Fiam Floating Rate High Income Comm (Fidelity Institutional Asset Mgmt) (last held $54,446 at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceThe Oregon Tool Retirement Plan
    The Oregon Tool Retirement Plan no longer reports Fiam Select International Small Cap (Fidelity Institutional Asset Mgmt) (last held $417,170 at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceRetirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company
    Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company no longer reports Fiam Global Low Volatility Equity C (Fidelity Institutional Asset Mgmt) (last held $20M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceGarden City Hospital Osteopathic Employee Pension Plan
    Garden City Hospital Osteopathic Employee Pension Plan no longer reports Fiam Long U.S. Treasury Strips Inde (Fidelity Institutional Asset Mgmt) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceThe Manitowoc Company, Inc. Pension Plan
    The Manitowoc Company, Inc. Pension Plan no longer reports Fiam Select International Small Cap (Fidelity Institutional Asset Mgmt) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceThe Oilgear Company Retirement Plan
    The Oilgear Company Retirement Plan no longer reports Fiam Global Low Volatility Equity C (Fidelity Institutional Asset Mgmt) (last held $813,159 at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceBlue Cross and Blue Shield of Kansas City Pension Plan
    Blue Cross and Blue Shield of Kansas City Pension Plan no longer reports Fiam Global Low Volatility Equity C (Fidelity Institutional Asset Mgmt) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceMG Advantage Retirement Plan
    MG Advantage Retirement Plan no longer reports Fiam Select International Equity Co (Fidelity Institutional Asset Mgmt) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceThe Purdue Pharma L. P. Pension Plan
    The Purdue Pharma L. P. Pension Plan no longer reports Fiam Intermediate Inflation-Protect (Fidelity Institutional Asset Mgmt) (last held $55,514 at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceBNP Paribas Pension Plan
    BNP Paribas Pension Plan no longer reports Fiam Floating Rate High Income Comm (Fidelity Institutional Asset Mgmt) (last held $10,197 at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceCapgemini Cash Balance Retirement Plan
    Capgemini Cash Balance Retirement Plan no longer reports Fiam High Yield Bond Comm Pl (Fidelity Institutional Asset Mgmt) (last held $262,976 at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceBNP Paribas Pension Plan
    BNP Paribas Pension Plan no longer reports Fiam International Growth (Fidelity Institutional Asset Mgmt) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceMarelli North America, Inc. Defined Benefit Plan
    Marelli North America, Inc. Defined Benefit Plan no longer reports Fiam Emerging Markets Commingled Po (Fidelity Institutional Asset Mgmt) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding startedNRA Employee Retirement Plan
    NRA Employee Retirement Plan first reports an interest in Fiam Broad Market Duration Pool (Fidelity Institutional Asset Mgmt): $657,555 at 2024-12-31
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceThe Oilgear Company Retirement Plan
    The Oilgear Company Retirement Plan no longer reports Fiam Small Cap Core Pool (Fidelity Institutional Asset Mgmt) (last held $74,175 at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceRetirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company
    Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company no longer reports Fiam High Yield Bond Comm Pl (Fidelity Institutional Asset Mgmt) (last held $175,650 at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding startedCopyright Clearance Center, Inc. Defined Benefit Plan
    Copyright Clearance Center, Inc. Defined Benefit Plan first reports an interest in Fiam Long Corporate a Or Better (Fidelity Institutional Asset Mgmt): $20M at 2024-12-31
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding startedVON Roll USA, Inc. Employees' Pension Plan
    VON Roll USA, Inc. Employees' Pension Plan first reports an interest in Fiam Pension Jrny 60/40 (Fidelity Institutional Asset Mgmt): $13M at 2024-12-31
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding startedIngersoll Rand Industrial U.S., Inc. Pension Plan
    Ingersoll Rand Industrial U.S., Inc. Pension Plan first reports an interest in Fiam Long Corporate Commingled Pool (Fidelity Institutional Asset Mgmt): $15M at 2024-12-31
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceING Financial Services LLC Retirement Plan
    ING Financial Services LLC Retirement Plan no longer reports Fiam Floating Rate High Income Comm (Fidelity Institutional Asset Mgmt) (last held $23,758 at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferencePreferred Mutual Insurance Company Retirement Benefit Accumulation Plan
    Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam Global Low Volatility Equity C (Fidelity Institutional Asset Mgmt) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov