Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Total Intl Index Mutual fund in their Schedule of Assets, totaling $857K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VALO HEALTH INC. VALO HEALTH RETIREMENT SAVING PLAN | LEXINGTON MA | 117 | $13.0M | $378K |
| 2 | THE NATIONAL AUSTRALIA BANK THE NAB MONEY PURCHASE PENSION PLAN AND TRUST | NEW YORK NY | 90 | $22.5M | $254K |
| 3 | PERRY PROTECH PERRY PROTECH EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN |
LIMA OH |
| 224 |
| $121.9M |
| $225K |
