Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity – Worldwide in their Schedule of Assets, totaling $3.0M 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 | U.S. LEGAL SUPPORT, INC. US LEGAL SUPPORT, INC. 401(K) PLAN | HOUSTON TX | 807 | $42.2M | $763K |
| 2 | SWISS STEEL USA, INC. SWISS STEEL USA, INC. 401K PLAN | CAROL STREAM IL | 96 | $25.2M | $716K |
| 3 | PASHMAN & STEIN, PC PASHMAN STEIN 401(K) PLAN |
HACKENSACK NJ |
| 102 |
| $22.5M |
| $656K |
| 4 | ARCHBISHOP MOLLOY HIGH SCHOOL ARCHBISHOP MOLLOY HIGH SCHOOL 403(B) PLAN | BRIARWOOD NY | 115 | $36.2M | $310K |
| 5 | BRUNNER & LAY, INC. BRUNNER & LAY EMPLOYEES RETIREMENT PLAN | SPRINGDALE AR | 171 | $14.3M | $191K |
| 6 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | DURHAM NC | 401 | $70.7M | $148K |
| 7 | THE POPULATION COUNCIL, INC. RETIREMENT PLAN FOR EMPLOYEES OF THE POPULATION COUNCIL, INC. | NEW YORK NY | 208 | $232.7M | $83K |
| 8 | WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN | CHARLESTON WV | 96 | $34.2M | $56K |
| 9 | HTI CYBERNETICS HTI CYBERNETICS, INC. 401(K) PLAN | STERLING HEIGHTS MI | 155 | $6.3M | $34K |
| 10 | WELLESLEY COLLEGE WELLESLEY COLLEGE 403(B) RETIREMENT PLAN | WELLESLEY MA | 1,326 | $787.3M | $16K |
