Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID INTL DISCOVERY Registered investment company in their Schedule of Assets, totaling $1.1M 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 | PHILLIPS INDUSTRIES, INC. PHILLIPS INDUSTRIES RETIREMENT PLAN | SANTA FE SPRINGS CA | 223 | $26.5M | $444K |
| 2 | ALLIANCE HEALTH PROFESSIONALS PLLC ALLIANCE HEALTH RETIREMENT PLAN | MOUNT CLEMENS MI | 231 | $41.3M | $221K |
| 3 | THE PETERSON COMPANY PETERSON CO. RETIREMENT SAVINGS PLAN |
AUBURN WA |
| 252 |
| $15.9M |
| $151K |
| 4 | TRANSFAIR USA TRANSFAIR USA 401(K) PLAN | OAKLAND CA | 90 | $13.7M | $122K |
| 5 | ENGLISH COLOR & SUPPLY, LLC ENGLISH COLOR PBE 401(K) PLAN | RICHARDSON TX | 653 | $9.2M | $112K |
| 6 | FUSION SOLUTIONS LLC FUSION SOLUTIONS 401(K) PLAN | PLANO TX | 326 | $3.8M | $33K |
| 7 | ONLINE RADIOLOGY MEDICAL GROUP, INC. ONRAD, INC. 401(K) PLAN | RIVERSIDE CA | 181 | $14.8M | $8K |
