List of Fidelity Investments Retirement Recordkeeping Customers
Boston, 2110, MA,
United States
Since 2010, our global team of researchers has been studying Fidelity Investments Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Fidelity Investments Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Fidelity Investments Retirement Recordkeeping for Retirement Recordkeeping include: Delta Air Lines, a United States based Transportation organisation with 103000 employees and revenues of $61.64 billion, ABB, a Switzerland based Manufacturing organisation with 111900 employees and revenues of $33.22 billion, MicroStrategy, a United States based Professional Services organisation with 1534 employees and revenues of $463.0 million and many others.
Contact us if you need a completed and verified list of companies using Fidelity Investments Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Fidelity Investments Retirement Recordkeeping customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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ABB | Manufacturing | 111900 | $33.2B | Switzerland | Fidelity Investments | Fidelity Investments Retirement Recordkeeping | Retirement Recordkeeping | 1995 | n/a |
In 1995, ABB engaged Fidelity Investments Retirement Recordkeeping to provide recordkeeping services for its U.S. retirement plans. Fidelity Investments Retirement Recordkeeping served as the plans' recordkeeper and trustee for ABB's defined contribution arrangements, establishing service responsibilities within ABB's U.S. HR retirement operations.
The deployment for Retirement Recordkeeping encompassed standard recordkeeping capabilities including participant account administration, contribution processing and reconciliation, transaction posting, plan accounting and regulatory reporting, and trustee oversight functions aligned to defined contribution plan governance. Fidelity Investments Retirement Recordkeeping provided the operational ledger and reporting backbone for participant records and employer contribution workflows, integrating those functions into ABB's U.S. retirement administration processes.
Operational scope was explicitly U.S. retirement plans and the HR retirement business function, with Fidelity acting in both recordkeeping and trustee roles that carry fiduciary responsibilities. Subsequent litigation, Tussey v. ABB, highlighted disputes related to recordkeeping fees and fiduciary oversight, illustrating the regulatory and governance risks tied to Retirement Recordkeeping arrangements and the broader impacts of vendor fee structures on plan governance.
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Delta Air Lines | Transportation | 103000 | $61.6B | United States | Fidelity Investments | Fidelity Investments Retirement Recordkeeping | Retirement Recordkeeping | 2014 | n/a |
In 2014, Delta Air Lines implemented Fidelity Investments Retirement Recordkeeping as its Retirement Recordkeeping solution for U.S. employee retirement benefits. The Family Care Savings Plan was administered on Fidelity's recordkeeping platform, with Fidelity Management Trust and affiliates providing trustee and recordkeeping services for the plan in the United States.
Fidelity Investments Retirement Recordkeeping acted as the plan recordkeeper, supporting participant account recordkeeping, plan-level administration and trustee services, and the transaction and reporting workflows typical of retirement recordkeeping operations. The deployment focused on U.S. HR and retirement coverage and consolidated trustee functions through Fidelity Management Trust and affiliated entities.
The U.S. HR engagement was publicly documented during participant litigation over fees and fiduciary oversight, confirming Fidelity's role as the plan recordkeeper and underscoring the governance and fiduciary oversight responsibilities tied to the arrangement.
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MicroStrategy | Professional Services | 1534 | $463M | United States | Fidelity Investments | Fidelity Investments Retirement Recordkeeping | Retirement Recordkeeping | 2022 | n/a |
In 2022, MicroStrategy implemented Fidelity Investments Retirement Recordkeeping to add Fidelity’s workplace Digital Assets Account to its employee 401(k) plan. The deployment leverages the Retirement Recordkeeping category to enable U.S. employees to allocate a portion of retirement savings to bitcoin through Fidelity’s DAA offering.
The implementation centered on recordkeeping and digital assets custody capabilities, aligning participant account management, contribution allocation, transaction posting, and reporting workflows with a bitcoin core investment option. Fidelity Investments Retirement Recordkeeping was configured to support workplace retirement services and custody integration for digital-asset holdings alongside traditional plan investments.
Integrations focused on embedding Fidelity’s Digital Assets Account and custody services into MicroStrategy’s 401(k) plan administration to support participant elections and asset custody for U.S. employees. Operational scope was employer-sponsored retirement and HR functions, with impacts on plan administration, participant communications, and investment lineup management.
Rollout required plan governance updates and enrollment communications to incorporate the digital assets option, and administrative workflows were adjusted to capture participant consent and new investment elections. Ongoing recordkeeping processes were extended to include digital-asset custody reporting and reconciliation as part of the Fidelity Investments Retirement Recordkeeping configuration.
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Buyer Intent: Companies Evaluating Fidelity Investments Retirement Recordkeeping
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