Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fid Glb Ex Us Idx Registered investment company in their Schedule of Assets, totaling $51.4M 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 | BMW OF NORTH AMERICA, LLC BMW SAVINGS PLAN | WOODCLIFF LAKE NJ | 12,867 | $2.3B | $33.2M |
| 2 | MORRIS, MANNING & MARTIN LLP MMM PARTNER/STAFF 401(K) PROFIT SHARING PLAN | ATLANTA GA | 223 | $149.7M | $4.4M |
| 3 | CRASH CHAMPIONS, LLC CRASH CHAMPIONS 401(K) PLAN |
RICHARDSON TX |
| 10,575 |
| $253.7M |
| $3.7M |
| 4 | SKY LAKES MEDICAL CENTER, INC. SKY LAKES MEDICAL CENTER 401(K) | KLAMATH FALLS OR | 1,729 | $164.7M | $1.6M |
| 5 | U.S. ORAL SURGERY MANAGEMENT, LLC U.S. ORAL SURGERY MANAGEMENT, LLC RETIREMENT PLAN | IRVING TX | 2,450 | $237.9M | $1.4M |
| 6 | CORE BTS, INC. CORE BTS 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 547 | $97.8M | $1.4M |
| 7 | MERATIVE US L.P. MERATIVE US L.P. 401(K) RETIREMENT PLAN | UNITED STATES MI | 1,244 | $117.6M | $1.4M |
| 8 | CALIFORNIA CASUALTY MANAGEMENT COMPANY CALIFORNIA CASUALTY MANAGEMENT COMPANY MASTER TRUST | SAN MATEO CA | — | $136.7M | $748K |
| 9 | CARTAMUNDI EAST LONGMEADOW LLC CARTAMUNDI NORTH AMERICA 401(K) PLAN | EAST LONGMEADOW MA | 978 | $77.9M | $627K |
| 10 | MORRIS, MANNING & MARTIN LLP MMM ASSOCIATE 401(K) PLAN | ATLANTA GA | 100 | $14.3M | $525K |
