Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Overseas K in their Schedule of Assets, totaling $6.7M 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 | CENTERVIEW PARTNERS LLC CENTERVIEW PARTNERS LLC 401(K) PLAN | NEW YORK NY | 450 | $72.9M | $2.5M |
| 2 | THE MCCALLIE SCHOOL THE MCCALLIE SCHOOL 401(K) PLAN | CHATTANOOGA TN | 336 | $57.7M | $2.2M |
| 3 | BETCO CORPORATION LTD. BETCO CORPORATION 401(K) PLAN |
BOWLING GREEN OH |
| 285 |
| $48.7M |
| $1.4M |
| 4 | BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN | MIAMI FL | 381 | $56.9M | $669K |