Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Emerging Market Index in their Schedule of Assets, totaling $4.1M 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 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP PROFIT SHARING PLAN | SAN FRANCISCO CA | 252 | $178.0M | $2.9M |
| 2 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $851K |
| 3 | THE BERNARD GROUP, INC. THE BERNARD GROUP 401(K) PLAN |
CHANHASSEN MN |
| 940 |
| $58.2M |
| $193K |
| 4 | BRADESCO BANK BRADESCO BANK SAVINGS AND INVESTMENT PLAN | CORAL GABLES FL | 285 | $26.1M | $73K |
| 5 | KEY BENEFIT ADMINISTRATORS KEY FAMILY 401K PLAN | FISHERS IN | 393 | $21.6M | $38K |
| 6 | TDC OPCO, LLC DBA THE DELTA COMPANIES THE DELTA COMPANIES 401K PLAN | COPPELL TX | 286 | $11.6M | $803 |