Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Investments* Fidelity Overseas Fund in their Schedule of Assets, totaling $15.6M 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 | BRIGHTHOUSE SERVICES, LLC BRIGHTHOUSE SERVICES, LLC SAVINGS PLAN AND TRUST | CHARLOTTE NC | 1,425 | $322.8M | $6.4M |
| 2 | EPPENDORF HOLDING, INCORPORATED EPPENDORF HOLDINGS, INC. 401(K) PLAN | ENFIELD CT | 761 | $133.3M | $3.3M |
| 3 | THE NEW YORK-PRESBYTERIAN HOSPITAL |
NEW YORK NY |
| 50,152 |
| $4.8B |
| $1.8M |
| 4 | WEBER-STEPHEN PRODUCTS LLC THE WEBER-STEPHEN PRODUCTS LLC 401(K) INCENTIVE SAVINGS PLAN | PALATINE IL | 1,127 | $119.2M | $1.7M |
| 5 | MARKEN LLP THE MARKEN 401K PLAN | DURHAM NC | 658 | $23.3M | $544K |
| 6 | TRAVERE THERAPEUTICS, INC. TRAVERE THERAPEUTICS, INC. 401(K) PLAN | SAN DIEGO CA | 365 | $73.5M | $316K |
| 7 | MILTOPE CORPORATION FKA VT MILTOPE MILTOPE CORPORATION FKA VT MILTOPE 401(K) PLAN | HOPE HULL AL | 86 | $13.6M | $305K |
| 8 | PYRAMID SYSTEMS, INC. PYRAMID SYSTEMS, INC. RETIREMENT PLAN | FAIRFAX VA | 177 | $29.5M | $250K |
| 9 | ALLOGENE THERAPEUTICS, INC. ALLOGENE THERAPEUTICS, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 233 | $44.0M | $240K |
| 10 | INTERNATIONAL RISK MANAGEMENT INSTITUTE, INC. IRMI 401(K) PLAN | DALLAS TX | 195 | $36.2M | $214K |
