Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FID EMRG MKTS IDX Mutual Fund N/A in their Schedule of Assets, totaling $1.1M 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 | CLEARWATER ANALYTICS, LLC CLEARWATER ANALYTICS 401K PLAN | BOISE ID | 1,044 | $114.8M | $596K |
| 2 | NEXTWORLD, LLC NEXTWORLD 401(K) PLAN | GREENWOOD VILLAGE CO | 364 | $49.1M | $198K |
| 3 | BALSAM BRANDS INC. BALSAM BRANDS INC. RETIREMENT TRUST |
| 180 |
| $22.0M |
| $178K |
| 4 | REGISTERED AGENTS, INC. REGISTERED AGENTS, INC. 401(K) PLAN | SHERIDAN WY | 1,105 | $11.5M | $75K |
| 5 | TASSO INC. TASSO INC. 401(K) PLAN | SEATTLE WA | 67 | $5.8M | $39K |
| 6 | PARADISE VALLEY COUNTRY CLUB, INC. PARADISE VALLEY COUNTRY CLUB 401(K) PLAN | PARADISE VALLEY AZ | 313 | $11.2M | $21K |
