Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Glb ex US Index Fd in their Schedule of Assets, totaling $15.9M 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 | KEMPER CORPORATION KEMPER CORPORATION 401(K) RETIREMENT PLAN | CHICAGO IL | 7,115 | $887.5M | $5.9M |
| 2 | ATLANTIC AMERICAN CORPORATION ATLANTIC AMERICAN CORPORATION 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 158 | $29.2M | $5.1M |
| 3 | INDEPENDENT PHYSICIANS RESOURCE, INC. |
ATLANTA GA |
| 1,606 |
| $84.4M |
| $1.5M |
| 4 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $1.4M |
| 5 | ALLSTATE SALES GROUP INC ALLSTATE SALES GROUP INC 401(K) PLAN | HOLMDEL NJ | 746 | $12.6M | $572K |
| 6 | CONGRESSIONAL COUNTRY CLUB, INC. CONGRESSIONAL COUNTRY CLUB, INC. RETIREMENT SAVINGS PLAN | BETHESDA MD | 292 | $22.3M | $477K |
| 7 | HTT, INC. HTT, INC. 401(K) RETIREMENT PLAN | SHEBOYGAN WI | 123 | $5.6M | $170K |
| 8 | BOHEMIA INTERACTIVE SIMULATIONS, INC. BOHEMIA INTERACTIVE SIMULATIONS INC. 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 114 | $12.7M | $149K |
| 9 | QHR HEALTH, LLC DBA OVATION HEALTHCARE OVATION HEALTHCARE RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 1,121 | $37.2M | $143K |
| 10 | PROJECT ORBIS INTERNATIONAL, INC. PROJECT ORBIS INTERNATIONAL, INC. RETIREMENT PLAN | NEW YORK NY | 62 | $13.9M | $137K |
