Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Fidelity Fidelity Total Intl. Index in their Schedule of Assets, totaling $41.9M 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 | BEACON HEALTH SYSTEM, INC. BEACON RETIREMENT SAVINGS 403(B) PLAN | SOUTH BEND IN | 7,860 | $694.9M | $11.2M |
| 2 | FREEDOM MORTGAGE CORPORATION FREEDOM MORTGAGE 401K PLAN | MT. LAUREL NJ | 3,216 | $200.3M | $7.5M |
| 3 | RACETRAC, INC. RACETRAC, INC. 401(K) PLAN |
ATLANTA GA |
| 9,590 |
| $156.8M |
| $3.0M |
| 4 | OPEN SOCIETY INSTITUTE OPEN SOCIETY INSTITUTE RETIREMENT PLAN | NEW YORK NY | 278 | $230.0M | $3.0M |
| 5 | HOUSTON PILOTS HOUSTON PILOTS 401(K) PLAN | DEER PARK TX | 142 | $136.8M | $2.1M |
| 6 | AHF, LLC DBA AHF PRODUCTS AHF PRODUCTS 401(K) SAVINGS PLAN | MOUNTVILLE PA | 2,088 | $101.1M | $1.6M |
| 7 | ST. LUKE'S CORNWALL HOSPITAL ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN | NEWBURGH NY | 1,423 | $109.6M | $1.4M |
| 8 | FOODLAND SUPER MARKET, LTD. THE FOODLAND PROFIT SHARING INVESTMENT PLAN | HONOLULU HI | 1,355 | $67.6M | $1.2M |
| 9 | KUAKINI HEALTH SYSTEM KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN | HONOLULU HI | 957 | $163.4M | $1.2M |
| 10 | STRIKE TECHNOLOGIES LLC STRIKE TECHNOLOGIES LLC 401(K) PLAN | NEW YORK NY | 238 | $37.5M | $1.2M |
