Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 142 U.S. retirement plans report holding Fidelity Emerging Markets Index* in their Schedule of Assets, totaling $93.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN | MIDDLETON WI | 1,782 | $1.4B | $15.7M |
| 2 | ALBERT EINSTEIN COLLEGE OF MEDICINE ALBERT EINSTEIN COLLEGE OF MEDICINE 403(B) RETIREMENT INCOME PLAN | BRONX NY | 2,100 | $593.5M | $11.7M |
| 3 |
MIDDLETON WI |
| 3,273 |
| $767.7M |
| $5.7M |
| 4 | PLAN PROFESSIONALS, LLC BUILDWISE | SHREWSBURY NJ | 13,824 | $650.2M | $4.3M |
| 5 | BOND, SCHOENECK & KING, PLLC BOND, SCHOENECK & KING, PLLC MEMBERS RETIREMENT PLAN | SYRACUSE NY | 166 | $113.6M | $4.3M |
| 6 | COMMUNITY FIRST CREDIT UNION COMMUNITY FIRST CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | APPLETON WI | 474 | $97.9M | $3.9M |
| 7 | KELLOGG, HANSEN, TODD, FIGEL & FREDERICK, P.L.L.C. KELLOGG, HANSEN, TODD, FIGEL & FREDERICK, P.L.L.C. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 217 | $143.2M | $3.7M |
| 8 | SCIENCE SYSTEMS AND APPLICATIONS, INC. SCIENCE SYSTEMS AND APPLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LANHAM MD | 692 | $228.2M | $2.8M |
| 9 | ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERS, LLC SAVINGS INCENTIVE PLAN | CHICAGO IL | 264 | $243.2M | $2.5M |
| 10 | BOARD OF TRUSTEES OPERATIVE PLASTERERS AND CEMENT MASONS LOCAL 204 PEN OPERATIVE PLASTERERS AND CEMENT MASONS LOCAL 204 PENSION FD | MADISON WI | 291 | $63.8M | $2.4M |
