Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fidelity Diversified International K - in their Schedule of Assets, totaling $39.5M 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 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $12.3M |
| 2 | HM US SERVICES, LLC THE 401(K) RETIREMENT PLAN OF HEIDELBERG MATERIALS US | IRVING TX | 4,871 | $798.5M | $11.3M |
| 3 | TARGA RESOURCES LLC TARGA RESOURCES 401(K) AND PROFIT SHARING PLAN |
HOUSTON TX |
| 3,421 |
| $612.6M |
| $10.4M |
| 4 | STRADA EDUCATION FOUNDATION, INC. STRADA EDUCATION FOUNDATION, INC. SAVINGS INVESTMENT PLAN | INDIANAPOLIS IN | 1,169 | $87.8M | $3.7M |
| 5 | HM US SERVICES, LLC HEIDELBERG MATERIALS US EMPLOYEE SAVINGS PLAN | IRVING TX | 1,228 | $193.3M | $1.3M |
| 6 | HOME BUILDERS INSTITUTE HOME BUILDERS INSTITUTE PENSION AND PROFIT SHARING PLAN | WASHINGTON DC | 255 | $23.8M | $398K |
| 7 | HOME BUILDERS INSTITUTE HOME BUILDERS INSTITUTE 403(B) PLAN | WASHINGTON DC | 321 | $8.6M | $112K |
| 8 | SUNSHINE ACE HARDWARE, INC. SUNSHINE ACE HARDWARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BONITA SPRINGS FL | 511 | $19.4M | $26K |
