Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity International Index Shares of registered investment companies in their Schedule of Assets, totaling $3.8M 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 | TRACELINK, INC. TRACELINK 401(K) PLAN | WILMINGTON MA | 349 | $59.6M | $2.4M |
| 2 | BHI ENERGY SERVICES LLC BHI ENERGY 401(K) AND PROFIT SHARING PLAN | NORWELL MA | 770 | $129.4M | $894K |
| 3 | MORRISON CHILD AND FAMILY SERVICES RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES |
PORTLAND OR |
| 481 |
| $7.4M |
| $299K |
| 4 | POINT MONITOR CORPORATION POINT MONITOR CORPORATION 401(K) PLAN | LAKE OSWEGO OR | 154 | $11.7M | $160K |
