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.
Manager
Fidelity Investments
EIN 113278736
Public LPs on the tape
0
distinct allocators disclosing a fund
Commitment rows
0
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
30
Schedule C investment manager rows
Who backs this manager
No allocator on the commitment tape names a fund of this manager.
Corporate and Taft-Hartley plans (Schedule C)
30 plans
- Bell Helicopter Textron Master Retirement Planplan years 2025
- Textron Automotive Functional Components Cwc Division, a Division of Textron Inc. Hourly-Rated Employees' Pension Planplan years 2025
- Textron Master Retirement Planplan years 2025
- Keycorp Consolidated Cash Balance Planplan years 2025
- Dimensions Health Corporation Pension Plan Bplan years 2024
- Employees' Pension Plan of Rgc Resources, Inc.plan years 2024
- Chanel, Inc. Pension Planplan years 2023
- CIT Group, Inc. Retirement Planplan years 2023
- Capgemini Cash Balance Retirement Planplan years 2023
- Time Warner Cable Pension Planplan years 2023
- Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fundplan years 2023
- Essendant Pension Planplan years 2023
- Essendant Union Employees' Pension Planplan years 2023
- Russellville Engineered Castings Union Retirement Planplan years 2023
- Integris Health, Inc Retirement Plan Bplan years 2023
- Integris Health, Inc. Retirement Plan aplan years 2023
- Dimensions Health Corporation Pension Planplan years 2022
- M&t Bank Corporation Pension Planplan years 2022
- Circor International, Inc. Retirement Planplan years 2022
- The Estee Lauder Companies Retirement Growth Account Planplan years 2022
- PJM Interconnection, LLC Pension Planplan years 2022
- Roseburg Forest Products Co Retirement Planplan years 2022
- Roseburg Forest Products Co. and Western States Regional Council of Carpenters Pension Planplan years 2022
- Roseburg Forest Products Co. Employee Pension Planplan years 2022
- The Maple Press Company Pension Planplan years 2022
- AVX Pension Plan for Bargaining Unit and Hourly Employeesplan years 2022
- Tecumseh Products Company Consolidated Pension Planplan years 2022
- Lafargeholcim US Consolidated Union Pension Planplan years 2022
- Lafargeholcim US Pension Planplan years 2022
- People's United Bank, N.A. Employees' Retirement Planplan years 2022
Commitment rows
No rows.
What changed
- Employees Retirement System of Texas (ERS) terminates Fidelity (international equity)with Fidelity Investmentsagendasuite.org
- Fidelity Inv Instl Ops appears on Walbro LLC Uaw Local No. 9699 Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity appears on Factory Mutual Insurance Company Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity Invest Inst Oper Co, Inc. appears on Brown Health Defined Benefit Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Fidelity Investmentsaskebsa.dol.gov
- FID Inv Inst Ops Co appears on Kimberly - Clark Puerto Rico, Inc. Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity Investments Institutional appears on CIT Group, Inc. Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Fidelity Investmentsaskebsa.dol.gov
- FID Inv Instl Ops Co appears on Mattel Cash Balance Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity Investments Institutional no longer appears on M&t Bank Corporation Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity Management Trust Co. appears on Dimensions Health Corporation Pension Plan B's Schedule C as investment manager (plan year 2024 vs 2023)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity Invest Inst no longer appears on Palco Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity Investments no longer appears on Essendant Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity Investments no longer appears on Essendant Union Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity Inv Instl Ops no longer appears on Formosa Plastics Corporation, U.S.A. Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity no longer appears on Roseburg Forest Products Co Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity Investments no longer appears on The Maple Press Company Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity Investments appears on Chanel, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity no longer appears on Roseburg Forest Products Co. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity Investments Institutional appears on Tidelands Oil Production Company Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceRoseburg Forest Products Co. and Western States Regional Council of Carpenters Pension PlanFidelity no longer appears on Roseburg Forest Products Co. and Western States Regional Council of Carpenters Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedBridge, Structural & Ornamental Ironworkers Local 207 Pension FundFidelity Investments appears on Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity no longer appears on Berkshire Hathaway Consolidated Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- FID Inv Instl Ops no longer appears on Hardwicke Chemical Inc. Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity Workplace Consulting Servi appears on Emery Oleochemicals Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Fidelity Invest Inst appears on Palco Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov