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Fidelity Investments Corporate Statistics - Retirement
September 30, 2009
Retirement mutual fund assets $679.2 billion
(includes Retail, Retirement Services, FIIS and FIC retirement assets)
Retirement % of total mutual fund assets 52%
Trust retirement assets* $119.4 billion
* Includes stable value assets.
Total retirement assets under management $798.6 billion
(includes Retail, Retirement Services, FIIS and FIC retirement assets)
Retirement % of total managed assets 54%
Fidelity Capital Accumulation Program
(includes profit sharing, retirement saving & pension plans)
Dollar amount invested $6.6 billion
% Mid/Large Cap Equity 60%
% Small Cap Equity 4%
% International 13%
% Fixed Income 10%
% Money Market 12%
Number of funds invested for Profit Sharing(including Select) 173
Percent of match-eligible participants participating in the 401(k) portion 92%
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