Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity China Region Mutual fund 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMBARELLA CORPORATION AMBARELLA CORP. 401(K) PLAN | SANTA CLARA CA | 262 | $72.2M | $888K |
| 2 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $74K |
| 3 | VERIFIED CREDENTIALS, LLC VERIFIED CREDENTIALS, LLC 401(K) SAFE HARBOR PLAN |
LAKEVILLE MN |
| 227 |
| $20.0M |
| $64K |
| 4 | KLD ASSOCIATES INC. KLD ASSOCIATES INC. 401(K) PLAN | PORT JEFFERSON STATION NY | 138 | $13.1M | $45K |
| 5 | ISRAEL DISCOUNT BANK OF NEW YORK ISRAEL DISCOUNT BANK OF NEW YORK SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 676 | $165.6M | $40K |
| 6 | POPULATION SERVICES INTERNATIONAL POPULATION SERVICES INTERNATIONAL 403(B) PLAN | WASHINGTON DC | 253 | $42.7M | $26K |
| 7 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $1K |