Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Global US Index in their Schedule of Assets, totaling $17.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROPER ST. FRANCIS HEALTHCARE ROPER ST. FRANCIS HEALTHCARE 403(B) PLAN | CHARLESTON SC | 6,783 | $664.5M | $13.7M |
| 2 | SUNSTATE EQUIPMENT CO., LLC SUNSTATE EQUIPMENT CO., LLC RETIREMENT SAVINGS PLAN AND TRUST | PHOENIX AZ | 2,256 | $164.0M | $3.1M |
| 3 | NATIONAL GRID RENEWABLES DEVELOPMENT, LLC |
BLOOMINGTON MN |
| 281 |
| $20.6M |
| $259K |
| 4 | CONNEX CREDIT UNION, INC. CONNEX CREDIT UNION, INC. 401(K) PLAN AND TRUST | NORTH HAVEN CT | 162 | $19.5M | $157K |
