Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID EMRG MKTS IDX Mutual fund N/A in their Schedule of Assets, totaling $1.7M 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 | AGILITI HEALTH, INC. AGILITI 401(K) | EDEN PRAIRIE MN | 6,179 | $302.3M | $615K |
| 2 | CLEARWATER ANALYTICS, LLC CLEARWATER ANALYTICS 401K PLAN | BOISE ID | 1,044 | $114.8M | $596K |
| 3 | NEXTWORLD, LLC NEXTWORLD 401(K) PLAN | GREENWOOD VILLAGE CO |
| 364 |
| $49.1M |
| $198K |
| 4 | BALSAM BRANDS INC. BALSAM BRANDS INC. RETIREMENT TRUST | REDWOOD CITY CA | 180 | $22.0M | $178K |
| 5 | REGISTERED AGENTS, INC. REGISTERED AGENTS, INC. 401(K) PLAN | SHERIDAN WY | 1,105 | $11.5M | $75K |
| 6 | TASSO INC. TASSO INC. 401(K) PLAN | SEATTLE WA | 67 | $5.8M | $39K |
| 7 | PARADISE VALLEY COUNTRY CLUB, INC. PARADISE VALLEY COUNTRY CLUB 401(K) PLAN | PARADISE VALLEY AZ | 313 | $11.2M | $21K |
