Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fid Glb Ex US Idx Mutual Funds in their Schedule of Assets, totaling $11.2M 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 | FORD FOUNDATION FORD FOUNDATION SAVINGS PLAN | NEW YORK NY | 321 | $192.9M | $7.9M |
| 2 | CURI MANAGEMENT COMPANY, LLC CURI 401(K) PLAN | RALEIGH NC | 207 | $66.3M | $1.0M |
| 3 | CYIENT, INC. CYIENT, INC. 401(K) RETIREMENT PLAN | HARTFORD |
| 958 |
| $89.5M |
| $930K |
| 4 | R.L. YOUNG, LLC YOUNG & ASSOCIATES 401(K) PLAN | DES PERES MO | 724 | $26.2M | $518K |
| 5 | BAMBOO ROSE, LLC BAMBOO ROSE, LLC 401(K) PLAN | GLOUCESTER MA | 86 | $15.9M | $396K |
| 6 | BROAD RIVER RETAIL, LLC BROAD RIVER RETAIL RETIREMENT PLAN | FORT MILL SC | 824 | $6.6M | $114K |
| 7 | INTEGRATION CHARTER SCHOOLS INTEGRATION CHARTER SCHOOLS 401(K) PLAN | STATEN ISLAND NY | 361 | $12.9M | $74K |
| 8 | FINKELSTEIN & PARTNERS, LLP FINKELSTEIN & AFFILIATED ENTITIES 401(K) PLAN | NEWBURGH NY | 331 | $43.1M | $58K |
| 9 | SF MOTORS, INC. SF MOTORS 401(K) PLAN | MILPITAS CA | 42 | $12.3M | $55K |
| 10 | WRENCH, INC. WRENCH, INC. 401(K) PLAN | SEATTLE WA | 68 | $2.7M | $44K |
