Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Total Intern Index in their Schedule of Assets, totaling $16.5M 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 | SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM MA | 765 | $464.1M | $7.7M |
| 2 | BH SECURITY, LLC BH SECURITY, LLC 401(K) SAVINGS PLAN | FARMERS BRANCH TX | 1,273 | $57.5M | $2.8M |
| 3 | CROCS, INC. CROCS, INC. 401(K) PLAN |
BROOMFIELD CO |
| 5,330 |
| $105.3M |
| $2.8M |
| 4 | POYNER SPRUILL LLP POYNER SPRUILL LLP SAVINGS AND RETIREMENT PLAN | RALEIGH NC | 171 | $71.8M | $2.1M |
| 5 | DIXIE CHEMICAL COMPANY, INC. DIXIE CHEMICAL COMPANY, INC. 401(K) PLAN | PASADENA TX | 172 | $27.1M | $529K |
| 6 | CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN | HOUSTON TX | 232 | $89.4M | $514K |