Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FID GLB EX US IDX Registered Investment Companies in their Schedule of Assets, totaling $6.4M 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 | SUMMA HEALTH SUMMA HEALTH 403(B) RETIREMENT SAVINGS PLAN | AKRON OH | 4,479 | $855.2M | $5.4M |
| 2 | SUMMA HEALTH SUMMA HEALTH 401(K) RETIREMENT SAVINGS PLAN | AKRON OH | 922 | $62.4M | $960K |
| 3 | GREGORY ELECTRIC COMPANY, INC. GREGORY ELECTRIC COMPANY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN |
COLUMBIA SC |
| 220 |
| $20.3M |
| $68K |
