Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Investments Global ex US Index Fund in their Schedule of Assets, totaling $8.7M 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 | LIFE GENERATIONS HEALTHCARE, LLC GENERATIONS HEALTHCARE, LLC 401(K) PLAN | SANTA ANA CA | 4,034 | $64.9M | $2.1M |
| 2 | SMS GROUP INC. SMS GROUP 401(K) SAVINGS PLAN | PITTSBURGH PA | 1,171 | $167.0M | $1.7M |
| 3 | BEST PRACTICE ASSOCIATES, LLC TRIA FEDERAL 401(K) PLAN |
ARLINGTON VA |
| 812 |
| $76.3M |
| $1.1M |
| 4 | SIMPLIFI HOLDINGS, LLC SIMPLIFI 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 623 | $60.2M | $1.0M |
| 5 | ROCKET LAB USA INC. ROCKET LAB USA 401(K) PLAN | LONG BEACH CA | 1,240 | $62.0M | $859K |
| 6 | CADENCE AEROSPACE VERUS AEROSPACE 401(K) PLAN | ANAHEIM CA | 458 | $45.8M | $726K |
| 7 | STEMLINE THERAPEUTICS, INC. STEMLINE THERAPEUTICS, INC. 401(K) PLAN | NEW YORK NY | 358 | $36.8M | $438K |
| 8 | PACIFIC NORTHWEST BALLET PACIFIC NORTHWEST BALLET ASSOC EMPLOYEE BENEFIT PLAN (ARTISTS) | SEATTLE WA | 341 | $27.7M | $350K |
| 9 | OCLC, INC. OCLC MATCHING THRIFT PLAN | DUBLIN OH | 910 | $174.0M | $166K |
| 10 | IDORSIA CLINICAL DEVELOPMENT US INC. IDORSIA US 401(K) SAVINGS PLAN | CHERRY HILL NJ | 66 | $15.1M | $103K |
