Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Emerging Market Index Mutual fund in their Schedule of Assets, totaling $51.2M 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 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) MASTER TRUST | KOHLER WI | — | $1.0B | $50.6M |
| 2 | CONTINUUMCLOUD, LLC CONTINUUMCLOUD RETIREMENT PLAN | TAMPA FL | 108 | $9.3M | $214K |
| 3 | SIMON KUCHER & PARTNERS LLC SIMON KUCHER & PARTNERS 401(K) PLAN |
BOSTON MA |
| 339 |
| $51.3M |
| $186K |
| 4 | SURGICAL INFORMATION SYSTEMS, LLC SURGICAL INFORMATION SYSTEMS, LLC 401(K) PLAN | ALPHARETTA GA | 358 | $36.1M | $170K |
| 5 | NISSEN CHEMITEC AMERICA NISSEN CHEMITEC AMERICA EMPLOYEES' 401(K) PLAN | LONDON OH | 337 | $3.6M | $18K |
