Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Emerging Markets Index Fund Mutual funds in their Schedule of Assets, totaling $12.5M 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 | EMPIRICAL TECHNOLOGY, INC. EMPIRICAL 401(K) AND PROFIT SHARING PLAN | DAKOTA DUNES SD | 1,238 | $84.0M | $4.7M |
| 2 | AUDAX MANAGEMENT COMPANY, LLC AUDAX 401(K) SAVINGS PLAN | BOSTON MA | 447 | $80.4M | $2.1M |
| 3 | AUDAX MANAGEMENT COMPANY, LLC AUDAX 401(K) SAVINGS PLAN |
BOSTON MA |
| 369 |
| $47.5M |
| $1.8M |
| 4 | THIRD POINT LLC THIRD POINT LLC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 114 | $42.6M | $1.1M |
| 5 | KANE INFRASTRUCTURE SERVICES KANE 401(K) PROFIT SHARING PLAN | RALEIGH NC | 510 | $24.1M | $488K |
| 6 | MOREAU CATHOLIC HIGH SCHOOL MOREAU CATHOLIC HIGH SCHOOL 401(K) PROFIT SHARING PLAN & TRUST | HAYWARD CA | 108 | $16.4M | $469K |
| 7 | THE MCEVOY GROUP THE MCEVOY GROUP RETIREMENT PLAN | SAN FRANCISCO CA | 246 | $47.0M | $415K |
| 8 | AMERICAN GASTROENTEROLOGICAL ASSOCIATION AGA INSTITUTE RETIREMENT PLAN | BETHESDA MD | 99 | $34.6M | $395K |
| 9 | THE WINTER CONSTRUCTION THE WINTER CONSTRUCTION COMPANY 401(K) RETIREMENT SAVINGS | ATLANTA GA | 216 | $28.9M | $392K |
| 10 | TREDEGAR CORPORATION TREDEGAR CORPORATION RETIREMENT SAVINGS PLAN | RICHMOND VA | 1,444 | $137.3M | $364K |
