Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fid Overseas Mutual fund - in their Schedule of Assets, totaling $5.7M 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 | STRATUS UNLIMITED, LLC STRATUS UNLIMITED, LLC 401(K) PLAN | MENTOR OH | 1,167 | $49.1M | $1.4M |
| 2 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC MONEY PURCHASE PENSION PLAN | BOSTON MA | 184 | $43.4M | $998K |
| 3 | CMI MARKETING, INC. CMI MARKETING, INC 401(K) PLAN |
NEW YORK NY |
| 337 |
| $33.3M |
| $810K |
| 4 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN | NEW YORK NY | 90 | $44.5M | $687K |
| 5 | JIM BASS FORD, INC. JIM BASS FORD, INC. 401(K) PLAN | SAN ANGELO TX | 158 | $12.1M | $486K |
| 6 | TRIANZ DIGITAL CONSULTING, INC. TRIANZ RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 148 | $25.7M | $430K |
| 7 | RISKSPAN, INC. RISKSPAN, INC. 401(K) PLAN | ARLINGTON VA | 80 | $16.7M | $323K |
| 8 | SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 156 | $51.1M | $184K |
| 9 | CHROMADEX, INC. CHROMADEX, INC. 401(K) PLAN | LOS ANGELES CA | 106 | $8.5M | $129K |
| 10 | CUSTOM HOUSE HOTEL CO., LTD. DBA PORTOLA HOTEL & S PORTOLA HOTEL & SPA AT MONTEREY BAY 401(K) PLAN | MONTEREY CA | 337 | $7.9M | $123K |
