Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Overseas Mutual fund in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APPLE VALLEY FORD, INC. APPLE VALLEY FORD RETIREMENT SAVINGS PLAN | APPLE VALLEY MN | 711 | $33.9M | $1.3M |
| 2 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC PROFIT SHARING/401(K) PLAN | BOSTON MA | 179 | $34.2M | $546K |
| 3 | BREVARD PHYSICIAN ASSOCIATES, PLLC |
MELBOURNE FL |
| 242 |
| $120.8M |
| $394K |
| 4 | KITWARE INC KITWARE 401K PLAN | CLIFTON PARK NY | 167 | $55.4M | $338K |
| 5 | ADVERUM BIOTECHNOLOGIES, INC. ADVERUM BIOTECHNOLOGIES, INC. 401(K) PLAN | REDWOOD CITY CA | 153 | $24.2M | $326K |
| 6 | CROSSROADS FORD, INC. CROSSROADS FORD, INC. 401(K) PLAN | WAKE FOREST NC | 1,669 | $40.9M | $175K |
| 7 | CROW WING COOPERATIVE POWER & LIGHT COMPANY CROW WING COOPERATIVE POWER & LIGHT CO. EMPLOYEES RETIREMENT PLAN | BRAINERD MN | 122 | $37.9M | $115K |
| 8 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $105K |
| 9 | COMMUNITY HEALTH & COUNSELING SERVICES COMMUNITY HEALTH AND COUNSELING SERVICES DISCRETIONARY PROFIT SHARING 401(A) | BANGOR ME | 336 | $7.5M | $64K |
| 10 | POPULATION SERVICES INTERNATIONAL POPULATION SERVICES INTERNATIONAL 403(B) PLAN | WASHINGTON DC | 253 | $42.7M | $57K |
