Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity Total Intl. Index in their Schedule of Assets, totaling $33.5M 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 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $15.4M |
| 2 | ATRIA SENIOR LIVING, INC. ATRIA SENIOR LIVING, INC. 401(K) PLAN | LOUISVILLE KY | 8,324 | $165.7M | $3.3M |
| 3 | MITSUI SUMITOMO MARINE MANAGEMENT (U.S.A.), INC. |
WARREN NJ |
| 653 |
| $176.7M |
| $3.0M |
| 4 | NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C. NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C. DEFINED BENEFIT PLAN | ALBUQUERQUE NM | 214 | $31.6M | $2.7M |
| 5 | BOUNTEOUS, INC. BOUNTEOUS, INC. 401(K) PROFIT SHARING PLAN | WHEATON IL | 613 | $67.2M | $1.8M |
| 6 | BOYER & RITTER CPAS BOYER & RITTER 401(K) PROFIT SHARING PLAN | CAMP HILL PA | 120 | $52.3M | $1.8M |
| 7 | MOTT MACDONALD I&E, LLC MOTT MACDONALD DEFINED BENEFIT PENSION PLAN | ISELIN NJ | 32 | $14.0M | $979K |
| 8 | UPGRADE INC. UPGRADE INC. 401(K) PLAN | SAN FRANCISCO CA | 1,537 | $54.5M | $891K |
| 9 | PUREWEST RESOURCES, INC. PUREWEST 401(K) PLAN | DENVER CO | 184 | $49.2M | $773K |
| 10 | SYNAMEDIA AMERICAS LLC SYNAMEDIA 401(K) PLAN | LAWRENCEVILLE GA | 143 | $34.5M | $745K |
