Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Focused Emerging Market Z in their Schedule of Assets, totaling $261K 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 | HERITAGE BANK, INC. HERITAGE BANK, INC. 401(K) PLAN | BURLINGTON KY | 231 | $19.4M | $181K |
| 2 | CENTRAL VALLEY GMC D/B/A AFFINITY TRUCK CENTER THE 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF AFFINITY TRUCK CENTER | FRESNO CA | 102 | $10.1M | $50K |
| 3 | AIR GENERAL, INC. AIR GENERAL, INC. 401(K) PROFIT SHARING PLAN |
PORTSMOUTH NH |
| 663 |
| $10.3M |
| $30K |