Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Diversified International K Mutual fund in their Schedule of Assets, totaling $37.0M 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 | AMPHENOL CORPORATION & AFFILIATED COMPANIES AMPHENOL CORPORATION EMPLOYEE SAVINGS/401(K) PLAN | WALLINGFORD CT | 6,984 | $779.2M | $16.1M |
| 2 | THE F.A. BARTLETT TREE EXPERT CO. BARTLETT TREE 401(K) PLAN | STAMFORD CT | 2,907 | $201.4M | $6.9M |
| 3 | TRANSWESTERN COMMERCIAL SERVICES LLC |
CHICAGO IL |
| 1,760 |
| $256.4M |
| $4.9M |
| 4 | THE HAARTZ CORPORATION THE HAARTZ CORPORATION 401(K) AND PROFIT SHARING PLAN | ACTON MA | 454 | $120.2M | $1.7M |
| 5 | HARRIS & ASSOCIATES HARRIS & ASSOCIATES EMPLOYEE PROFIT SHARING PLAN | CONCORD CA | 304 | $49.0M | $1.5M |
| 6 | TRAMMO, INC TRAMMO, INC. PROFIT-SHARING/401K PLAN | NEW YORK NY | 71 | $57.1M | $1.2M |
| 7 | HOUSING AUTHORITY RISK RETENTION GROUP INC HOUSING AUTHORITY RISK RETENTION GROUP 401K PLAN | CHESHIRE CT | 175 | $59.4M | $998K |
| 8 | SOUTH SHORE BANK SOUTH SHORE BANK 401(K) PLAN | SOUTH WEYMOUTH MA | 238 | $38.8M | $870K |
| 9 | THE OLYMPIC CLUB THE OLYMPIC CLUB RETIREMENT ADVANTAGE PLAN | SAN FRANCISCO CA | 115 | $29.5M | $837K |
| 10 | GIBNEY, ANTHONY & FLAHERTY, LLP GIBNEY, ANTHONY & FLAHERTY LLP PROFIT SHARING PLAN | NEW YORK NY | 109 | $56.6M | $796K |
