Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 68 U.S. retirement plans report holding Fid Glb Ex Us Idx Mutual fund - in their Schedule of Assets, totaling $77.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHAMPIONX LLC CHAMPIONX 401(K) PLAN | SUGAR LAND TX | 4,147 | $724.1M | $21.7M |
| 2 | ENDEAVOR HEALTH CLINICAL OPERATIONS ENDEAVOR HEALTH LEGACY 403(B) TAX DEFERRED ANNUITY PLAN FOR NORTHSHORE UNIVERSITY HEALTHSYSTEM EMPLOYEES | EVANSTON IL | 11,719 | $2.1B | $15.4M |
| 3 | PATTERSON-UTI ENERGY, INC |
SNYDER TX |
| 8,297 |
| $613.0M |
| $8.8M |
| 4 | POINT B, INC. POINT B, INC.& AFFILIATED EMPLOYERS 401(K) PLAN | SEATTLE WA | 537 | $152.2M | $3.8M |
| 5 | DYNATECT MANUFACTURING, INC. DYNATECT MANUFACTURING, INC. RETIREMENT & EMPLOYEE SAVINGS PLAN | NEW BERLIN WI | 443 | $45.7M | $2.5M |
| 6 | WHATABURGER RESTAURANTS LLC WHATABURGER 401(K) SAVINGS PLAN | SAN ANTONIO TX | 39,507 | $262.0M | $2.3M |
| 7 | CRISPR THERAPEUTICS, INC. CRISPR THERAPEUTICS 401(K) RETIREMENT PLAN | BOSTON MA | 398 | $66.7M | $2.2M |
| 8 | GENESEE & WYOMING INC. GENESEE & WYOMING INC. 401(K) SAVINGS PLAN | ROCHESTER NY | 4,129 | $264.2M | $1.8M |
| 9 | PRIVIA MEDICAL GROUP WASHINGTON, PLLC PRIVIA MEDICAL GROUP WASHINGTON, PLLC 401K PLAN | WALLA WALLA WA | 256 | $51.3M | $1.8M |
| 10 | JUUL LABS, INC. JUUL LABS, INC. 401K PLAN | WASHINGTON DC | 640 | $149.6M | $1.8M |
