Fidelity Investments
29 more corporate plans and 19 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Who backs this manager
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Blue Bird Body Company Employee Pension Plan | 2 | 0 | Pooled vehicles | Oct 31, 2023 | Oct 31, 2024 | |
| RR Donnelley Pension Plan | 1 | 0 | Pooled vehicles | Nov 30, 2023 | Nov 30, 2023 |
Funds on the tape
Corporate and Taft-Hartley plans (Schedule C)
- Blue Bird Body Company Employee Pension Planplan years
- RR Donnelley Pension Planplan years
- Bell Helicopter Textron Master Retirement Planplan years 2025
+29 more corporate plans name this manager on Schedule C
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitment rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2024 | Blue Bird Body Company Employee Pension Plan | Fidelity 500 Indexseparate account | Pooled vehicles | $24.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | RR Donnelley Pension Plan | Fiam Small/mid Cap Core Commingledcollective trust | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Blue Bird Body Company Employee Pension Plan | Fidelity 500 Indexseparate account | Pooled vehicles | $18.0M held | Disclosed holding | askebsa.dol.gov |
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
+19 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Fidelity Investments sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
›Connections
every published relationship on the graph
+108 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.