Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Global ex US Index Mutual Funds - in their Schedule of Assets, totaling $20.7M 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 | CRA INTERNATIONAL, INC. CRA INTERNATIONAL 401(K) PLAN | BOSTON MA | 850 | $334.4M | $11.6M |
| 2 | ANTICIMEX, INC. ANTICIMEX, INC. 401(K) PLAN | BASKING RIDGE NJ | 3,757 | $66.2M | $3.1M |
| 3 | LIBERTY BANK LIBERTY BANK 401(K) PLAN | MIDDLETOWN CT |
| 823 |
| $126.0M |
| $1.6M |
| 4 | SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN | CARMEL IN | 532 | $55.7M | $1.2M |
| 5 | DIGESTIVE HEALTHCARE OF GEORGIA, P.C. DIGESTIVE HEALTHCARE OF GEORGIA, P.C. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 313 | $43.2M | $705K |
| 6 | ELECTROSONIC INC ELECTROSONIC INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 167 | $16.2M | $624K |
| 7 | CAPITAL CREDIT UNION CAPITAL CREDIT UNION 401(K) PLAN AND TRUST | GREEN BAY WI | 444 | $33.1M | $517K |
| 8 | CONSUMERS CREDIT UNION CONSUMERS CREDIT UNION 401(K) PLAN AND TRUST | LAKE FOREST IL | 485 | $43.9M | $442K |
| 9 | CACHE VALLEY BANK CACHE VALLEY BANK EMPLOYEE 401(K) PROFIT SHARING PLAN | LOGAN UT | 325 | $22.4M | $384K |
| 10 | IPSECURE, INC. IPS - MC 401(K) RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 91 | $6.6M | $215K |
