Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fid Intl Discovery Mutual fund - in their Schedule of Assets, totaling $5.0M 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 | JANUS RESEARCH GROUP, LLC JANUS RESEARCH GROUP 401(K) PLAN | EVANS GA | 597 | $62.1M | $1.3M |
| 2 | PEDIATRIC SUBSPECIALTY FACULTY, INC. PEDIATRIC SUBSPECIALTY FACULTY, INC. 401(K) PROFIT SHARING PLAN | ORANGE CA | 325 | $200.6M | $1.1M |
| 3 | FOSTER LLP FOSTER LLP 401(K) PLAN |
HOUSTON TX |
| 110 |
| $21.7M |
| $490K |
| 4 | NORTHEAST COMMUNITY BANK NORTHEAST COMMUNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | WHITE PLAINS NY | 144 | $19.1M | $452K |
| 5 | PREFERRED MEDICAL MARKETING CORPORATION PREFERRED MEDICAL MARKETING CORPORATION 401(K) PLAN | CHARLOTTE NC | 145 | $15.5M | $432K |
| 6 | CHEESEMAN LLC CHEESEMAN LLC 401(K) PLAN | FORT RECOVERY OH | 531 | $17.1M | $333K |
| 7 | PMG INDIANA LLC PMG US GROUP SAVINGS AND RETIREMENT PLAN | COLUMBUS IN | 265 | $14.4M | $332K |
| 8 | JEWISH FAMILY & CAREER SERVICES, INC. JEWISH FAMILY & CAREER SERVICES PROFIT SHARING PLAN | ATLANTA GA | 206 | $9.2M | $220K |
| 9 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $191K |
| 10 | LONGY SCHOOL OF MUSIC OF BARD COLLEGE LONGY SCHOOL OF MUSIC DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE MA | 92 | $10.9M | $52K |
