Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Empower Annuity Insurance Company of America Fidelity Total International Index in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE CALIFORNIA ENDOWMENT THE CALIFORNIA ENDOWMENT CASH BALANCE PLAN | LOS ANGELES CA | 96 | $22.2M | $1.8M |
| 2 | PLAN COMPLIANCE SERVICES, INC. RISK STRATEGIES POOLED EMPLOYER PLAN FOR PRIVATE EQUITY PORTFOLIO CO'S | CLEARWATER FL | 1,167 | $72.1M | $845K |
| 3 | PLAN COMPLIANCE SERVICES, INC. |
CLEARWATER FL |
| 313 |
| $11.0M |
| $491K |
| 4 | PLAN COMPLIANCE SERVICES, INC. RISK STRATEGIES PREVAILING WAGE RETIREMENT PROGRAM | CLEARWATER FL | 5,922 | $22.9M | $14K |
