Fidelity Institutional Asset 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 Institutional Asset Management Trust Company (EIN 20-4659714) is a plan sponsor located in Smithfield, RI with 100 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
- 20-4659714
- Location
- Smithfield, RI
- Loaded plans
- 100
- Total reported participants
- not reported in the loaded dataset
- Total reported plan assets (EOY)
- $162,583,408,859
- Plans with financial data
- 100
- 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 |
|---|---|---|---|---|
| Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Blend 2030 Commingled Pool | 091 | not reported in the loaded dataset | $8,621,335,664 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Us Bond Index Commingled Pool | 106 | not reported in the loaded dataset | $8,609,716,097 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Index 2030 Commingled Pool | 080 | not reported in the loaded dataset | $8,199,197,476 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Freedom Blend 2035 Commingled Pool | 092 | not reported in the loaded dataset | $8,092,732,295 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Index 2035 Commingled Pool | 081 | not reported in the loaded dataset | $7,941,211,077 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Index 2040 Commingled Pool | 082 | not reported in the loaded dataset | $7,736,779,271 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Freedom Blend 2040 Commingled Pool | 093 | not reported in the loaded dataset | $7,661,057,567 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Index 2045 Commingled Pool | 083 | not reported in the loaded dataset | $6,601,450,901 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Freedom Blend 2045 Commingled Pool | 094 | not reported in the loaded dataset | $6,455,176,065 | 2023 |
| Fiam Group Trust For Employee Benefit Plan Fidelity Freedom Blend 2025 Commingled Pool | 090 | not reported in the loaded dataset | $5,910,975,739 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Index 2025 Commingled Pool | 079 | not reported in the loaded dataset | $5,887,291,190 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Freedom Blend 2050 Commingled Pool | 095 | not reported in the loaded dataset | $5,762,349,350 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Fiam Group Trust For Employee Benefit Plans 30 70 Commingled Pool | not reported in the loaded dataset | H | 20240501152133NAL0018904880001 |
| 2023 | Fiam Group Trust For Employee Benefit Plans 8-10 Year Corporate Bond Commingled Pool | not reported in the loaded dataset | H | 20240501152235NAL0018052643001 |
| 2023 | Fiam Group Trust For Employee Benefit Plans Credit Commingled Pool | not reported in the loaded dataset | H | 20240501152505NAL0015820049001 |
| 2023 | Fiam Group Trust For Employee Benefit Plans Global Low Volatility Equity Commingled Pool | not reported in the loaded dataset | H | 20240501152549NAL0008807219001 |
| 2023 | Fiam Group Trust For Employee Benefit Plans Intermediate Inflation-Protected Bond Index Commingled Pool | not reported in the loaded dataset | H | 20240501152631NAL0018925632001 |
| 2023 | Fiam Group Trust For Employee Benefit Plans Long Corporate A Or Better Commingled Pool | not reported in the loaded dataset | H | 20240501152737NAL0008809859001 |
| 2023 | Fiam Group Trust For Employee Benefit Plans Pension Journey 20/80 Commingled Pool | not reported in the loaded dataset | H | 20240501152824NAL0018931024001 |
| 2023 | Fiam Group Trust For Employee Benefit Plans Pension Journey 50/50 Commingled Pool | not reported in the loaded dataset | H | 20240501152858NAL0026399217001 |