Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding FID GLOBAL EX US INDEX in their Schedule of Assets, totaling $10.0M 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 | SUTHERLAND GLOBAL SERVICES, INC. SUTHERLAND GLOBAL SERVICES, INC. 401(K) PLAN | PITTSFORD NY | 3,133 | $103.4M | $4.2M |
| 2 | FALCONWOOD, INC. FALCONWOOD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ARLINGTON VA | 300 | $41.0M | $1.4M |
| 3 | CHEIL USA INC. CHEIL USA INC. RETIREMENT PLAN |
NEW YORK NY |
| 734 |
| $53.2M |
| $1.3M |
| 4 | STIBO SYSTEMS, INC. STIBO SYSTEMS, INC. 401(K) PLAN | ATLANTA GA | 160 | $36.3M | $559K |
| 5 | MCCALL FARMS, INC. MCCALL FARMS, INC. 401(K) RETIREMENT SAVINGS PLAN | EFFINGHAM SC | 746 | $20.1M | $403K |
| 6 | THEORIS, INC. THEORIS GROUP, INC. 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 246 | $13.7M | $269K |
| 7 | BILL GRAYS, INC. BILL GRAY'S, INC. 401(K) PLAN | WEBSTER NY | 266 | $12.3M | $223K |
| 8 | LEWIS RESOURCE MANAGEMENT, LLC LEWIS RESOURCE MANAGEMENT LLC 401(K) PLAN | ENCINAL TX | 586 | $43.4M | $206K |
| 9 | ALBERT KEMPERLE, INC. ALBERT KEMPERLE, INC. RETIREMENT TRUST | HOLBROOK NY | 472 | $41.4M | $150K |
| 10 | RDS ENTERPRISES LLC DBA PORSCHE OF THE MAIN LINE RDS ENTERPRISES LLC DBA PORSCHE OF THE MAIN LINE 401(K) PLAN | NEWTOWN SQUARE PA | 189 | $11.8M | $135K |
