Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Fidelity Fidelity® Global ex U.S. Index Fund in their Schedule of Assets, totaling $25.0M 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 | FIG LLC FIG LLC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 757 | $393.8M | $5.6M |
| 2 | SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM SCL HEALTH 401(K) RETIREMENT SAVINGS PLAN | BROOMFIELD CO | 13,884 | $1.5B | $4.4M |
| 3 | UNITED COMMUNITY BANKS, INC. UNITED COMMUNITY BANKS, INC. 401(K) PLAN |
BLAIRSVILLE GA |
| 3,064 |
| $295.2M |
| $3.5M |
| 4 | PHYSICIANS FOR WOMEN'S HEALTH, LLC PHYSICIANS FOR WOMEN'S HEALTH, LLC SAVINGS AND RETIREMENT PLAN | ROCKY HILL CT | 1,210 | $212.6M | $2.1M |
| 5 | UNITED SCENIC ARTISTS, LOCAL 829 UNITED SCENIC ARTISTS LOCAL 829 RETIREMENT 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 2,519 | $217.5M | $1.3M |
| 6 | ANDERSON KILL P.C. THE ANDERSON KILL P.C. PROFIT SHARING PLAN | NEW YORK NY | 126 | $101.9M | $1.2M |
| 7 | THE CROSBY COMPANY OF NEW HAMPSHIRE, LLC THE CROSBY COMPANY OF NEW HAMPSHIRE, LLC 401(K) PLAN | SALEM NH | 196 | $69.5M | $1.1M |
| 8 | VENTURE CONSTRUCTION COMPANY VENTURE CONSTRUCTION COMPANY PROFIT SHARING PLAN AND TRUST | NORCROSS GA | 246 | $50.7M | $1.1M |
| 9 | NLUC, PLLC NEXT LEVEL 401(K) PLAN | HOUSTON TX | 781 | $24.2M | $724K |
| 10 | CREDIT UNION LOAN SOURCE, LLC CREDIT UNION LOAN SOURCE 401(K) PLAN | ALPHARETTA GA | 137 | $12.1M | $383K |
