Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments Global ex US Index in their Schedule of Assets, totaling $18.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEWMONT USA LIMITED RETIREMENT SAVINGS PLAN OF NEWMONT | DENVER CO | 1,169 | $341.3M | $7.6M |
| 2 | THE PAPE' GROUP, INC. THE PAPE' GROUP, INC. PROFIT SHARING 401(K) PLAN | EUGENE OR | 4,462 | $441.8M | $5.5M |
| 3 | WACKER NEUSON AMERICA CORPORATION WACKER NEUSON AMERICA CORPORATION 401K RETIREMENT PLAN |
MENOMONEE FALLS WI |
| 277 |
| $85.2M |
| $3.3M |
| 4 | WACKER NEUSON AMERICA CORPORATION WACKER NEUSON AMERICA CORPORATION BARGAINING UNIT 401(K) PLAN | MENOMONEE FALLS WI | 220 | $25.7M | $878K |
| 5 | BLACK FOREST VENTURES, LLC BLACK FOREST 401(K) PLAN | THE WOODLANDS TX | 666 | $21.8M | $543K |
| 6 | PACIFIC NORTHWEST BALLET PACIFIC NORTHWEST BALLET ASSOCIATION EMPLOYEE BENEFIT PLAN (STAFF) | SEATTLE WA | 185 | $14.1M | $426K |
| 7 | PETER MARINO ARCHITECT, PLLC 401(K) SAVINGS PLAN FOR PETER MARINO ARCHITECT, PLLC | NEW YORK NY | 185 | $41.8M | $192K |
| 8 | UNIFY FINANCIAL FEDERAL CREDIT UNION UNIFY FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN | ALLEN TX | 469 | $66.5M | $155K |
| 9 | YWCA OF SEATTLE-KING COUNTY-SNOHOMISH COUNTY YWCA SEATTLE KING COUNTY SNOHOMISH COUNTY 403(B) PLAN | SEATTLE WA | 53 | $3.4M | $7K |
