Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Global Ex US Ind Fund Mutual Fund in their Schedule of Assets, totaling $12.0M 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 | SMITH, GAMBRELL & RUSSELL, LLP SMITH, GAMBRELL & RUSSELL, LLP 401(K) RETIREMENT PLAN | ATLANTA GA | 524 | $266.4M | $10.0M |
| 2 | EMERUS HOLDINGS, INC. EMERUS RETIREMENT SAVINGS PLAN | THE WOODLANDS TX | 2,143 | $74.5M | $1.3M |
| 3 | TRAC INTERMODAL TRAC INTERMODAL RETIREMENT SAVINGS PLAN |
PRINCETON NJ |
| 526 |
| $95.3M |
| $601K |