Fidelity Management Trust Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fidelity Management Trust Company (EIN 04-3022712) is a plan sponsor located in Boston, MA with 15 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 04-3022712
- Location
- Boston, MA
- Loaded plans
- 15
- Total reported participants
- not reported in the loaded dataset
- Total reported plan assets (EOY)
- $149,310,990,522
- Plans with financial data
- 15
- Plans with provider compensation
- 0
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Fidelity Growth Company Commingled Pool | 135 | not reported in the loaded dataset | $60,167,983,197 | 2023 |
| Fidelity Contrafund Commingled Pool | 133 | not reported in the loaded dataset | $41,952,411,715 | 2023 |
| Managed Income Portfolio Ii Commingled Pool | 025 | not reported in the loaded dataset | $17,364,640,803 | 2023 |
| Fidelity Diversified International Commingled Pool | 134 | not reported in the loaded dataset | $6,340,529,024 | 2023 |
| Managed Income Portfolio Commingled Pool | 024 | not reported in the loaded dataset | $6,247,358,891 | 2023 |
| Fidelity Blue Chip Growth Commingled Pool | 142 | not reported in the loaded dataset | $5,841,466,206 | 2023 |
| Fidelity Low-Priced Stock Commingled Pool | 132 | not reported in the loaded dataset | $4,000,197,252 | 2023 |
| Fidelity Otc Commingled Pool | 143 | not reported in the loaded dataset | $3,587,336,194 | 2023 |
| Fidelity Advisor Stable Value Portfolio Commingled Pool | 026 | not reported in the loaded dataset | $1,099,099,441 | 2023 |
| Fidelity Short Intermediate Commingled Pool | 096 | not reported in the loaded dataset | $785,040,323 | 2023 |
| Fidelity Short Intermediate Prime Commingled Pool | 056 | not reported in the loaded dataset | $580,563,282 | 2023 |
| Fidelity International Discovery Commingled Pool | 138 | not reported in the loaded dataset | $541,594,163 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Fidelity Advisor Stable Value Portfolio Commingled Pool | not reported in the loaded dataset | H | 20240329103603NAL0002945971001 |
| 2023 | Fidelity Blue Chip Growth Commingled Pool | not reported in the loaded dataset | H | 20240329103909NAL0009068162001 |
| 2023 | Fidelity Contrafund Commingled Pool | not reported in the loaded dataset | H | 20240329120238NAL0009161234001 |
| 2023 | Fidelity Diversified International Commingled Pool | not reported in the loaded dataset | H | 20240329120614NAL0005810593001 |
| 2023 | Fidelity Equity Income Commingled Pool | not reported in the loaded dataset | H | 20240329120843NAL0005811777001 |
| 2023 | Fidelity Growth Company Commingled Pool | not reported in the loaded dataset | H | 20240329121253NAL0003009555001 |
| 2023 | Fidelity International Discovery Commingled Pool | not reported in the loaded dataset | H | 20240329122107NAL0009232562001 |
| 2023 | Fidelity Low-Priced Stock Commingled Pool | not reported in the loaded dataset | H | 20240329122448NAL0007256912001 |