Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 86 U.S. retirement plans report holding FID EMERGING MARKETS INDEX in their Schedule of Assets, totaling $12.9M 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 | SAGE DINING SERVICES, INC. SAGE DINING SERVICES, INC. 401(K) PLAN | LUTHERVILLE MD | 2,338 | $63.6M | $1.2M |
| 2 | VECTORWORKS, INC. VECTORWORKS, INC. 401(K) PLAN | COLUMBIA MD | 225 | $46.7M | $873K |
| 3 | TEAM REHABILITATION SERVICES LLC TEAM REHABILITATION 401(K) PLAN |
CLINTON TOWNSHIP MI |
| 1,736 |
| $77.0M |
| $718K |
| 4 | CB INFORMATION SERVICES, INC. CB INSIGHTS 401(K) PLAN | NEW YORK NY | 195 | $22.3M | $685K |
| 5 | CARESTAR, INC. CARESTAR 401(K) RETIREMENT PLAN | BLUE ASH OH | 467 | $18.5M | $554K |
| 6 | ADVANCION CORPORATION ADVANCION CORPORATION 401(K) AND PROFIT SHARING PLAN | BUFFALO GROVE IL | 262 | $39.4M | $523K |
| 7 | ISAAC HEATING & AIR CONDITIONING ISAAC HEATING & AIR CONDITIONING, INC. 401(K) PLAN | ROCHESTER NY | 512 | $28.5M | $478K |
| 8 | CLASSIC VACATIONS, LLC CLASSIC VACATIONS, LLC 401(K) PLAN | SAN JOSE CA | 225 | $11.2M | $328K |
| 9 | BALKE BROWN TRANSWESTERN, INC. BALKE BROWN TRANSWESTERN INC. 401(K) PLAN | ST LOUIS MO | 239 | $6.1M | $312K |
| 10 | VERACITY ENGINEERING, LLC VERACITY ENGINEERING 401(K) PLAN | WASHINGTON DC | 110 | $11.7M | $301K |
