Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Overseas Fund Class K Mutual fund in their Schedule of Assets, totaling $6.2M 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 | CHARLES RIVER MEDICAL ASSOCIATES PC CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN | FRAMINGHAM MA | 490 | $127.1M | $1.4M |
| 2 | SAKURA FINETEK USA, INC. SAKURA FINETEK USA, INC. 401(K) RETIREMENT SAVINGS PLAN | TORRANCE CA | 238 | $46.3M | $1.3M |
| 3 | CLIFFWATER LLC |
MARINA DEL REY CA |
| 178 |
| $34.0M |
| $1.2M |
| 4 | CURINOS, INC. CURINOS, INC. 401(K) PLAN | NEW YORK NY | 386 | $73.2M | $802K |
| 5 | SILLS CUMMIS & GROSS P.C. SILLS CUMMIS & GROSS P.C. 401(K) PLAN | NEWARK NJ | 94 | $43.1M | $674K |
| 6 | GRAIL, INC. GRAIL 401(K) PLAN | MENLO PARK CA | 954 | $120.1M | $514K |
| 7 | REVENUE SOLUTIONS, INC. RSI 401(K) RETIREMENT SAVINGS PLAN | PEMBROKE MA | 494 | $53.6M | $264K |
