Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Investments Fidelity Global ex-US Index in their Schedule of Assets, totaling $32.0M 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 | THE CLUB MANAGEMENT ASSOCIATION OF AMERICA CLUB RETIREMENT PLAN | ALEXANDRIA VA | 7,235 | $262.7M | $14.8M |
| 2 | CORIENT SERVICES LLC CORIENT SERVICES LLC 401(K) PLAN | MIAMI FL | 1,200 | $267.2M | $8.2M |
| 3 | HENRICKSEN & COMPANY, INC. HENRICKSEN & COMPANY, INC. 401(K) PROFIT SHARING PLAN |
ITASCA IL |
| 351 |
| $68.1M |
| $3.0M |
| 4 | INTERNATIONAL RESCUE COMMITTEE IRC 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 3,571 | $253.2M | $2.5M |
| 5 | MANNINGTON MILLS, INC. MANNINGTON 401(K) RETIREMENT SAVINGS PLAN | SALEM NJ | 2,131 | $210.6M | $1.1M |
| 6 | ITS TECHNOLOGIES & LOGISTICS, LLC ITS TECHNOLOGIES & LOGISTICS, LLC 401(K) RETIREMENT SAVINGS PLAN | WESTMONT IL | 2,213 | $58.6M | $785K |
| 7 | ROCKET LAB USA INC. ROCKET LAB USA 401(K) PLAN | LONG BEACH CA | 325 | $9.0M | $597K |
| 8 | DAIWA CORPORATE ADVISORY LLC DAIWA CORPORATE ADVISORY 401(K) LLC PLAN | WASHINGTON DC | 118 | $30.6M | $577K |
| 9 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 16,511 | $841.3M | $224K |
| 10 | LISTRAK INC. LISTRAK, INC. 401(K) PLAN | LITITZ PA | 337 | $33.6M | $204K |
