Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Fidelity Institutional Asset MGMT
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Fidelity Institutional Asset MGMT is named as a service provider on the Schedule C of 46 retirement plans with 100 or more participants for plan year 2024, covering 573,542 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $8.5M. Per plan, the median was $102 per participant, with the middle half of plans between $23.90 and $223. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (6), Pennsylvania (5) and Texas (4).
In 2009 it appeared on 26 such filings; in 2024, 47. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $23.90 | $102 | $223 |
| Compensation as a share of plan net assets | 0.02% | 0.16% | 0.34% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Central States, Southeast & Southwest Areas Pension Plan | Trustees of Central States, SE and SW Areas Pension Fund | IL | 332,020 | $38.3B | $462K |
| Automatic Data Processing, Inc. Retirement and Savings Plan | Automatic Data Processing, Inc. | NJ | 46,258 | $7.26B | $642K |
| Omnicom Group Retirement Savings Plan | Omnicom Group Inc. | NY | 42,833 | $4.47B | $0 |
| Automatic Data Processing Inc. Pension Retirement Plan | Automatic Data Processing, Inc. | NJ | 40,486 | $1.75B | $470K |
| DXC Technology Matched Asset Plan | DXC Technology Company | VA | 23,214 | $2.57B | $189K |
| Paccar Inc. Retirement Plan | Paccar Inc. | WA | 18,129 | $2.60B | $152K |
| Southern California Gas Company Pension Plan | Southern California Gas Company | CA | 12,106 | $2.36B | $464K |
| Iron Workers District Council of So Oh & Vicinity Pension Trust | Iron Workers District Council of Southern Ohio & Vicinity | OH | 8,620 | $1.16B | $229K |
| San Diego Gas & Electric Company Cash Balance Plan | San Diego Gas & Electric Company | CA | 6,335 | $842M | $140K |
| Amica Pension Fund | Amica Mutual Insurance Company | RI | 5,706 | $1.66B | $1.1M |
| Electrical Workers Local No. 292 Pension Plan | Trustees Electrical Workers Local NO.292 Pension Plan | MN | 5,243 | $447M | $72K |
| Galileo & Worldspan U.S. Legacy Pension Plan | Travelport, LP | GA | 3,374 | $290M | $41K |
| KPMG Partner Pension Plan | KPMG LLP | NJ | 3,267 | $1.86B | $39K |
| Retirement Plan for Employees of Southern States | Southern States Cooperative, Inc. | VA | 2,996 | $195M | $305K |
| IBEW Local 701 Pension Fund | Board of Trustees, 701 Pension Fund | IL | 2,779 | $528M | $79K |
| Sempra Cash Balance Plan | Sempra | CA | 2,170 | $238M | $37K |
| Indiana Farm Bureau Retirement Plan | United Farm Family Life Insurance Company | IN | 1,796 | $217M | $412K |
| Marelli North America, Inc. Defined Benefit Plan | Marelli North America, Inc. | TN | 1,644 | $60.3M | $5,246 |
| ING Financial Services LLC Retirement Plan | ING Financial Services LLC | NY | 1,339 | $259M | $708K |
| Pension Plan for Salaried Employees of Alcon | Alcon Vision, LLC | TX | 1,216 | $71.4M | $263K |
| Tree Top, Inc. Pension Plan | Tree Top, Inc. | WA | 1,080 | $71.1M | $46K |
| Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fund | Pmta / Ila - Pension Fund | PA | 1,006 | $102M | $337K |
| Gardner Denver, Inc. Pension Plan | Gardner Denver, Inc. | NC | 883 | $30.8M | $91K |
| Sheet Metal Workers Local Union No 71 Pension Plan | Board of Trustees Sheet Metal Workers Local No. 71 Pension Plan | NY | 799 | $63.6M | $49K |
| Girl Scouts of the USA Retirement Plan | Girl Scouts of the USA | NY | 765 | $80.0M | $39K |
| Blue Diamond Growers Employees Pension Plan | Blue Diamond Growers | CA | 703 | $103M | $140K |
| Briggs & Stratton, LLC Cash Balance Retirement Plan | Briggs & Stratton, LLC | WI | 697 | $9.2M | $20K |
| Neenah Consolidated Pension Plan | Neenah Foundry Company | WI | 686 | $42.6M | $18K |
| Preformed Line Products Company Hourly Employees Retirement Plan | Preformed Line Products Company | OH | 608 | $29.0M | $103K |
| Unify Financial Credit Union Pension Plan | Unify Financial Credit Union | TX | 584 | $91.8M | $377K |
| Yorozu Automotive Tennessee, Inc. Defined Benefit Plan | Yorozu Automotive Tennessee, Inc. | TN | 416 | $18.3M | $62K |
| Nra Employee Retirement Plan | National Rifle Association of America, Inc. | VA | 397 | $72.2M | $371K |
| New York Shakespeare Festival Retirement Plan | New York Shakespeare Festival | NY | 379 | $8.2M | $32K |
| The Oilgear Company Retirement Plan | The Oilgear Company | MI | 303 | $13.2M | $46K |
| Oerlikon USA Holding, Inc. Pension Plan | Oerlikon USA Holding, Inc. | PA | 300 | $15.8M | $56K |
| Generations Community Federal Credit Union Retirement Pension Plan | Generations Community Federal Credit Union | TX | 295 | $27.5M | $112K |
| Anaren Microwave, Inc. Pension Plan | TTM Technologies, Inc. | NY | 292 | $23.1M | $29K |
| Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust | Listerhill Credit Union | AL | 287 | $26.0M | $171K |
| Trivium Defined Benefit Plan | Trivium Packaging USA Inc. | IL | 278 | $15.4M | $184K |
| Copyright Clearance Center, Inc. Defined Benefit Plan | Copyright Clearance Center Inc. | MA | 221 | $56.6M | $171K |
Questions and answers
How many plans does Fidelity Institutional Asset MGMT serve?
46 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Fidelity Institutional Asset MGMT?
The median plan reported $102 per participant in direct and indirect compensation (43 plans reporting an amount), or 0.16% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (29 plans), Investment advisory (plan) (14 plans), Trustee (bank, trust company, or similar financial institution) (2 plans) and Custodial (securities) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.