Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity Management & Research Fidelity International Index Fund in their Schedule of Assets, totaling $24.5M 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 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN | NEW YORK NY | 255 | $129.3M | $3.2M |
| 2 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN | CHICAGO IL | 252 | $141.5M | $3.1M |
| 3 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN |
CHICAGO IL |
| 238 |
| $166.9M |
| $3.0M |
| 4 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | NEW YORK NY | 271 | $156.5M | $2.9M |
| 5 | AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN | WEST DES MOINES IA | 840 | $152.8M | $2.0M |
| 6 | DTSV, INC. DTSV GROUP 401(K) PLAN | NEWPORT NEWS VA | 1,140 | $32.7M | $2.0M |
| 7 | ANGEL OAK COMPANIES LP ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | ATLANTA GA | 260 | $28.8M | $1.7M |
| 8 | ROYCE GEOSPATIAL CONSULTANTS INC. ROYCE GEOSPATIAL CONSULTANTS 401K | ARLINGTON VA | 173 | $12.9M | $1.3M |
| 9 | FLAT BRANCH MORTGAGE, INC. FLAT BRANCH MORTGAGE, INC. PLAN RETIREMENT SAVINGS PLAN | COLUMBIA MO | 615 | $75.3M | $1.3M |
| 10 | THE CONSERVATION FUND THE CONSERVATION FUND RETIREMENT SAVINGS PLAN | ARLINGTON VA | 196 | $66.0M | $653K |
