Fidelityrecordkeeper
Plans recordkept · plan year 2025 · page 1
Plans naming Fidelity · 2025
1,304
1,304 large plans named Fidelity on their 2025 Schedule C: 387 itemized it for recordkeeping, and 917 more listed it as a provider paid through fund revenue-sharing. The itemized plans cover — in assets. The client list below shows the itemized plans, where the relationship is explicit.
Plans recordkept by Fidelity387
BECTON, DICKINSON AND COMPANY NJ$6.5B · 31,252 accts
QUEST DIAGNOSTICS CLINICAL LABORATORIES, INC. NJ$6.2B · 47,585 accts
VERIZON COMMUNICATIONS INC. NJ$6.2B · 16,235 accts
CBRE SERVICES, INC. TX$4.9B · 52,496 accts
THE NORTHERN TRUST COMPANY IL$3.8B · 14,535 accts
VERIZON COMMUNICATIONS INC. NJ$3.7B · 14,710 accts
WEC ENERGY GROUP, INC. WI$2.2B · 5,077 accts
WEC ENERGY GROUP, INC. WI$1.9B · 4,853 accts
VF CORPORATION NC$1.1B · 16,157 accts
PCAOB DC$682.4M · 1,124 accts
LMI CONSULTING LLC VA$524.6M · 3,521 accts
VERIZON COMMUNICATIONS INC. NJ$326.2M · 2,290 accts
KOGNITIV, INC MA$18.7M · 151 accts
WEC ENERGY GROUP, INC. WI$11.2M · 173 accts
MARATHON OIL COMPANY TX$0
Source: DOL Form 5500 Schedule C Part I, plan year 2025, service code 15. Related legal entities are grouped under the Fidelity brand.