Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Global ex US Index Fund Mutual funds in their Schedule of Assets, totaling $1.5M 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 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN | NEW YORK NY | 977 | $126.9M | $1.2M |
| 2 | TH2 CONNECT LLC TH2 CONNECT LLC 401(K) RETIREMENT PLAN | CINCINNATI OH | 45 | $5.8M | $147K |
| 3 | HOMESMART SERVICES, LLC HOMESMART SERVICES, LLC 401(K) AND PROFIT SHARING PLAN |
SCOTTSDALE AZ |
| 161 |
| $5.4M |
| $91K |
| 4 | SERGE GLOBAL, INC. SERGE GLOBAL, INC. DISCRETIONARY CONTRIBUTION RETIREMENT PLAN | JENKINTOWN PA | 226 | $14.3M | $75K |
| 5 | SAIL ENERGY, LLC SAIL ENERGY 401(K) PLAN | PORTSMOUTH NH | 199 | $7.7M | $21K |
