FIDELITY INVESTMENTS INSTITUTIONAL

1130 known aliases resolved via the canonical alias map

Market position · 2024

Plans served12,278+396 YoYRank #1 of mapped providers

Assets under administration$3.79T4.0%Market share · rank #1

Fees received$2.1BMedian $23,862/planSum across Schedule C direct + indirect

Net wins YoY+3651,180 won · 815 lostPlan-level switch detection

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