Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fidelity Worldwide Fund - in their Schedule of Assets, totaling $8.5M 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 | UNIFRAX I LLC ALKEGEN 401(K) PLAN | TONAWANDA NY | 1,779 | $262.6M | $2.5M |
| 2 | HARVEST SHERWOOD FOOD DISTRIBUTORS, INC HARVEST SHERWOOD FOOD DISTRIBUTORS EMPLOYEE 401(K) PLAN | NATIONAL CITY CA | 1,206 | $87.8M | $2.5M |
| 3 | HARVEST SHERWOOD FOOD DISTRIBUTORS, INC HARVEST SHERWOOD FOOD DISTRIBUTORS EMPLOYEE 401(K) PLAN |
NATIONAL CITY CA |
| 1,099 |
| $69.8M |
| $1.8M |
| 4 | ANTHONY & SYLVAN POOLS CORPORATION ANTHONY & SYLVAN POOLS 401(K) PLAN | WARMINSTER PA | 414 | $35.5M | $775K |
| 5 | STRAUB DISTRIBUTING COMPANY, LTD. STRAUB DISTRIBUTING COMPANY, LTD. PROFIT-SHARING PLAN | ANAHEIM CA | 247 | $28.9M | $720K |
| 6 | SOUTHWESTERN PA HUMAN SERVICES, INC. SOUTHWESTERN PA HUMAN SERVICES, INC. TAX SHELTERED ANNUITY PLAN | CHARLEROI PA | 512 | $26.1M | $106K |
| 7 | CRDF RETIREMENT PLAN AND TRUST CRDF RETIREMENT PLAN AND TRUST | ARLINGTON VA | 185 | $34.2M | $69K |
| 8 | SOUTHWESTERN PA HUMAN SERVICES, INC. SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION PLAN | CHARLEROI PA | 504 | $22.7M | $55K |
