Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Investments Overseas Fund # in their Schedule of Assets, totaling $7.9M 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 | NEW ENGLAND LIFE INSURANCE COMPANY NEW ENGLAND LIFE INSURANCE COMPANY AGENTS' RETIREMENT PLAN AND TRUST | CHARLOTTE NC | 0 | $84.5M | $2.8M |
| 2 | HAFELE AMERICA CO. HAFELE AMERICA CO. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | ARCHDALE NC | 540 | $53.1M | $2.1M |
| 3 | ARISTOTLE INTERNATIONAL, INC. |
WASHINGTON DC |
| 142 |
| $30.7M |
| $638K |
| 4 | MASTERCRAFT BOAT COMPANY, INC. MASTERCRAFT BOAT COMPANY, INC. 401K PLAN | VONORE TN | 717 | $36.0M | $619K |
| 5 | SMARSH, INC. SMARSH 401(K) PLAN | PORTLAND OR | 576 | $90.1M | $332K |
| 6 | PACIFIC NORTHWEST BALLET PACIFIC NORTHWEST BALLET ASSOC EMPLOYEE BENEFIT PLAN (ARTISTS) | SEATTLE WA | 341 | $27.7M | $330K |
| 7 | PACIFIC BIOLABS PACIFIC BIOLABS 401(K) PLAN | HERCULES CA | 124 | $20.9M | $282K |
| 8 | JRC INTEGRATED SYSTEMS, LLC JRC 401(K) PLAN | WASHINGTON DC | 175 | $30.0M | $263K |
| 9 | RLJ MCLARTY LANDERS AUTOMOTIVE, LLC RLJ-MCLARTY-LANDERS AUTOMOTIVE HOLDINGS, LLC 401(K) PLAN | LEWISVILLE TX | 2,579 | $40.3M | $152K |
| 10 | ESQUIRE BANK ESQUIRE BANK 401(K) PLAN | JERICHO NY | 141 | $11.6M | $116K |
