Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Glb Ex US Idx Mutual Fund in their Schedule of Assets, totaling $2.6M 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 | PBK ARCHITECTS, INC. PBK ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 1,060 | $121.0M | $2.5M |
| 2 | UME DENTAL GROWTH, LLC UME DENTAL GROWTH, LLC 401(K) PLAN | NAMPA ID | 153 | $6.3M | $104K |
| 3 | MADWELL LLC MADWELL 401(K) PROFIT SHARING PLAN | BROOKLYN NY | 105 | $4.9M | $25K |