Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Global ex U.S. Index Fund Mutual Fund NR in their Schedule of Assets, totaling $982K 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 | PATRICIO ENTERPRISES, INC. PATRICIO ENTERPRISES, INC. 401(K) PLAN | STAFFORD VA | 217 | $26.4M | $451K |
| 2 | P5 STRATEGIES, LLC P5 STRATEGIES, LLC 401(K) PROFIT SHARING PLAN | ARLINGTON VA | 137 | $18.9M | $289K |
| 3 | UNISSANT, INC. UNISSANT, INC. 401(K) PLAN |
HERNDON VA |
| 89 |
| $8.2M |
| $126K |
| 4 | SUMO GROUP, INC. SUMO GROUP, INC. 401(K) PLAN | AUSTIN TX | 82 | $5.0M | $117K |
