Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity – Overseas in their Schedule of Assets, totaling $30.6M 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 | MOHAWK CARPET, LLC MOHAWK INDUSTRIES RETIREMENT PLAN 1 MASTER TRUST AND MOHAWK INDUSTRIES RETIREMENT PLAN 2 MASTER TRUST | CALHOUN GA | — | $1.1B | $15.4M |
| 2 | TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION INC. TRI-STATE 401K PLAN AND TRUST | DENVER CO | 1,181 | $279.0M | $6.8M |
| 3 | QUALSTAR CREDIT UNION |
BOTHELL WA |
| 79 |
| $34.9M |
| $3.3M |
| 4 | CREATIVE LABS, INC. CREATIVE HOLDINGS 401(K) PLAN | MILPITAS CA | 6 | $26.1M | $827K |
| 5 | GENERATIONS COMMUNITY FEDERAL CREDIT UNION GENERATIONS COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN | CASTLE HILLS TX | 186 | $15.9M | $820K |
| 6 | FIRST FARMERS FINANCIAL CORP. FIRST FARMERS FINANCIAL CORP. 401K PROFIT SHARING PLAN | CONVERSE IN | 351 | $40.2M | $662K |
| 7 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED THE HOSPITAL FOR SPECIAL SURGERY 403(B) PLAN | NEW YORK NY | 5,338 | $866.3M | $660K |
| 8 | IFA ROTORION NORTH AMERICA, LLC IFA ROTORION NORTH AMERICA, LLC 401(K) PLAN | SUMMERVILLE SC | 482 | $15.7M | $338K |
| 9 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $334K |
| 10 | REICH & TANG DEPOSIT NETWORKS, LLC REICH & TANG 401(K) SAVINGS PLAN | NEW YORK NY | 146 | $27.5M | $288K |
