Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding FID EMRG MKTS IDX in their Schedule of Assets, totaling $7.2M 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 | SAMSARA INC. SAMSARA 401(K) PLAN | SAN FRANCISCO CA | 2,550 | $240.1M | $2.6M |
| 2 | MOSS & ASSOCIATES, LLC MOSS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | FT LAUDERDALE FL | 1,852 | $191.2M | $1.9M |
| 3 | BOUSQUET HOLSTEIN PLLC BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST |
SYRACUSE NY |
| 125 |
| $28.4M |
| $505K |
| 4 | WASATCH ADVISORS, LP WASATCH ADVISORS, LP DEFERRED PROFIT SHARING PLAN AND TRUST | SALT LAKE CITY UT | 97 | $120.1M | $319K |
| 5 | EXTRAHOP NETWORKS, INC. EXTRAHOP NETWORKS, INC. 401(K) PLAN AND TRUST | SEATTLE WA | 554 | $65.7M | $311K |
| 6 | NATGASOLINE LLC NATGASOLINE LLC 401(K) | BEAUMONT TX | 139 | $25.2M | $239K |
| 7 | SONDER USA INC. SONDER 401(K) SAVINGS PLAN | WILMINGTON DE | 4 | $15.9M | $232K |
| 8 | L & N FEDERAL CREDIT UNION L & N FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LOUISVILLE KY | 297 | $35.7M | $228K |
| 9 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $224K |
| 10 | PAYLINK PAYMENT PLANS, LLC PAYLINK PAYMENT PLANS, LLC 401(K) PLAN | CHICAGO IL | 137 | $13.5M | $198K |
