Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Fidelity® Global ex U.S. Index Fund N/R in their Schedule of Assets, totaling $3.5M 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 | BBVA S.A. NEW YORK BRANCH BBVA, S.A. NEW YORK BRANCH 401(K) PLAN | NEW YORK NY | 524 | $118.7M | $1.6M |
| 2 | THR PROPERTY MANAGEMENT, LP/ DBA INVITATION HOMES INVITATION HOMES 401(K) PLAN | DALLAS TX | 1,811 | $66.4M | $775K |
| 3 | LA JOLLA PHARMACEUTICAL COMPANY |
WALTHAM MA |
| 57 |
| $20.0M |
| $690K |
| 4 | VENBROOK GROUP, LLC VENBROOK GROUP 401(K) PLAN | WOODLAND HILLS CA | 361 | $36.5M | $295K |
| 5 | WGSN, LLC WGSN 401(K) PLAN | NEW YORK NY | 132 | $10.8M | $144K |
| 6 | CLARK'S MARKET, INC. CLARK'S MARKET, INC. 401(K) PROFIT SHARING PLAN | ASPEN CO | 622 | $4.4M | $14K |
