Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 80 U.S. retirement plans report holding Fidelity Global ex US index # in their Schedule of Assets, totaling $288.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM SECTION 401(K) RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 25,777 | $3.3B | $108.6M |
| 2 | NATIONAL VETERINARY ASSOCIATES, INC. NATIONAL VETERINARY ASSOCIATES, INC. 401(K) PLAN | WESTLAKE VILLAGE CA | 49,760 | $809.2M | $26.6M |
| 3 | AMERICAN ACADEMY OF PEDIATRICS |
ITASCA IL |
| 533 |
| $214.2M |
| $26.0M |
| 4 | CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK 401(K) SAVINGS PLAN | NEW YORK NY | 857 | $483.8M | $19.5M |
| 5 | ALIXPARTNERS, LLP ALIXPARTNERS 401(K) SAVINGS AND FIRM CONTRIBUTION PLAN | SOUTHFIELD MI | 1,844 | $601.7M | $9.8M |
| 6 | BOARD OF TRUSTEES LOCAL 475 PENSION PLAN LOCAL 475 PENSION PLAN | PELHAM NY | 314 | $88.2M | $9.5M |
| 7 | BOARD OF TRUSTEES OF WISCONSIN MASONS PENSION FUND WISCONSIN MASONS PENSION FUND | MADISON WI | 1,001 | $327.0M | $8.9M |
| 8 | ARCWOOD ENVIRONMENTAL, LLC HERITAGE ENVIRONMENTAL SERVICES, LLC RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,794 | $222.9M | $8.1M |
| 9 | MERITER HEALTH SYSTEMS, INC. MERITER 401(K) PLAN | MADISON WI | 3,454 | $334.6M | $6.4M |
| 10 | KAHN VENTURES, INC. KAHN VENTURES, INC. 401(K) PLAN | AUSTELL GA | 1,775 | $146.5M | $5.2M |
