Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Investments Fidelity Global ex. US Index Fund in their Schedule of Assets, totaling $23.1M 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 | APACHE CORPORATION APACHE CORPORATION MONEY PURCHASE RETIREMENT PLAN | HOUSTON TX | 1,583 | $271.3M | $5.7M |
| 2 | APEX TOOL GROUP, LLC APEX TOOL GROUP, LLC 401(K) SAVINGS PLAN | SPARKS MD | 1,196 | $276.3M | $4.9M |
| 3 | LINKLATERS LLP LINKLATERS LLP 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 126 |
| $89.8M |
| $3.1M |
| 4 | KALITTA AIR, LLC KALITTA COMPANIES 401(K) SAVINGS PLAN | YPSILANTI MI | 3,783 | $340.8M | $2.7M |
| 5 | LINKLATERS LLP LINKLATERS LLP 401(K) PLAN FOR ASSOCIATES | NEW YORK NY | 166 | $37.3M | $1.6M |
| 6 | TIBER CREEK CONSULTING, INC TIBER CREEK CONSULTING, INC 401(K) PLAN | FAIRFAX VA | 237 | $36.4M | $777K |
| 7 | HOOPER, LUNDY & BOOKMAN, P.C. HOOPER, LUNDY & BOOKMAN, INC. 401(K) PLAN | LOS ANGELES CA | 95 | $55.0M | $623K |
| 8 | BLUE BELL CREAMERIES, INC. BLUE BELL CREAMERIES, INC. 401(K) PLAN | BRENHAM TX | 3,698 | $195.3M | $613K |
| 9 | MEADVILLE FORGING COMPANY, L.P. MEADVILLE FORGING COMPANY PROFIT SHARING RETIREMENT AND SAVINGS | NORTHFIELD IL | 142 | $34.8M | $549K |
| 10 | ENERGY VAULT, INC. ENERGY VAULT 401(K) PLAN | WESTLAKE VILLAGE CA | 123 | $9.4M | $383K |
