Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity** Worldwide Fund in their Schedule of Assets, totaling $39.0M 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 | ALIXPARTNERS, LLP ALIXPARTNERS 401(K) SAVINGS AND FIRM CONTRIBUTION PLAN | SOUTHFIELD MI | 1,844 | $601.7M | $13.9M |
| 2 | SALT RIVER COMMUNITY GAMING ENTERPRISES SALT RIVER COMMUNITY GAMING ENTERPRISES 401(K) PLAN | SCOTTSDALE AZ | 2,944 | $298.9M | $7.7M |
| 3 | TDK U.S.A. CORPORATION |
UNIONDALE NY |
| 682 |
| $222.2M |
| $5.5M |
| 4 | TMK GLOBAL HOLDINGS, LLC TRIMARK RETIREMENT SAVINGS PLAN | MANSFIELD MA | 2,835 | $245.4M | $2.7M |
| 5 | SK HYNIX MEMORY SOLUTIONS AMERICA INC. SK HYNIX MEMORY SOLUTIONS AMERICA INC. 401K PLAN | SAN JOSE CA | 259 | $107.8M | $1.6M |
| 6 | MIDDLESEX WATER CO. MIDDLESEX WATER COMPANY 401(K) PLAN | ISELIN NJ | 360 | $78.4M | $1.4M |
| 7 | ANDRES CONSTRUCTION SERVICES, LLC ANDRES CONSTRUCTION SERVICES 401K AND PROFIT SHARING PLAN | DALLAS TX | 140 | $37.1M | $1.0M |
| 8 | FIBEROPTICS TECHNOLOGY, INC. FIBEROPTICS TECHNOLOGY, INC. 401(K) PLAN | POMFRET CT | 185 | $14.6M | $977K |
| 9 | CAMBRIDGE ISOTOPE LABORATORIES, INC. CAMBRIDGE ISOTOPE LABORATORIES, INC. 401(K) PLAN & TRUST | TEWKSBURY MA | 361 | $62.3M | $824K |
| 10 | ECKERT & ZIEGLER ISOTOPE PRODUCTS, INC. ECKERT & ZIEGLER ISOTOPE PRODUCTS SAVINGS AND INVESTMENT PLAN | VALENCIA CA | 167 | $51.8M | $809K |