Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fidelity Overseas - in their Schedule of Assets, totaling $4.5M 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 | HOSPICE & PALLIATIVE CARE CHARLOTTE REGION HOSPICE & PALLIATIVE CARE CHARLOTTE REGION SAVINGS AND INCENTIVE PARTNERSHIP PLAN | CHARLOTTE NC | 979 | $44.8M | $2.0M |
| 2 | U.S. VENTURE, INC. U.S. VENTURE 401(K) RETIREMENT SAVINGS PLAN | APPLETON WI | 4,910 | $398.9M | $1.1M |
| 3 | ORBCOMM LLC |
ROCHELLE PARK NJ |
| 215 |
| $42.0M |
| $377K |
| 4 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 760 | $305.3M | $362K |
| 5 | FOX-ROWDEN-MCBRAYER, LLC FRM 401(K) RETIREMENT PLAN | BUFORD GA | 200 | $21.2M | $284K |
| 6 | HENRY AVOCADO CORPORATION HENRY AVOCADO CORPORATION | ESCONDIDO CA | 108 | $22.5M | $224K |
| 7 | ENGLISH LANGUAGE INSTITUTE/CHINA ENGLISH LANGUAGE INSTITUTE IN CHINA 403(B) PLAN | FORT COLLINS CO | 342 | $14.2M | $92K |
| 8 | DETROIT TOOL METAL PRODUCTS IRONFORM 401(K) PLAN | LEBANON MO | 679 | $23.2M | $52K |
