Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AS EMRG MKTS EQ IS Mutual fund in their Schedule of Assets, totaling $8.5M 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 | OTSUKA AMERICA PHARMACEUTICAL INC. OTSUKA AMERICA 401(K) SAVINGS PLAN | PRINCETON NJ | 3,187 | $1.1B | $6.5M |
| 2 | EPI-USE AMERICA INC EPI-USE AMERICA INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 392 | $77.2M | $1.1M |
| 3 | CAMERON MEMORIAL COMMUNITY HOSPITAL INC. |
ANGOLA IN |
| 772 |
| $33.5M |
| $701K |
| 4 | CLEARSTEAD ADVISORS, LLC CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN | CLEVELAND OH | 263 | $35.5M | $240K |
