Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Fidelity® Emerging Markets Mutual Fund in their Schedule of Assets, totaling $27.3M 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 | F5, INC. F5, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 2,992 | $1.1B | $11.6M |
| 2 | COASTAL CAROLINA HEALTH CARE, P.A. COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN | NEW BERN NC | 532 | $71.8M | $2.9M |
| 3 | THOMPSON COBURN LLP |
ST. LOUIS MO |
| 787 |
| $484.3M |
| $2.0M |
| 4 | BPM LLP BPM PROFIT SHARING 401(K) PLAN | SAN FRANCISCO CA | 910 | $152.1M | $1.9M |
| 5 | SENTINEL BENEFITS GROUP, INC. SENTINEL BENEFITS GROUP, INC. PROFIT SHARING & 401(K) TRUST | WAKEFIELD MA | 272 | $69.1M | $1.2M |
| 6 | ALLIED BEVERAGE GROUP, L.L.C. ALLIED BEVERAGE GROUP LOCAL 2-D UNION RETIREMENT PLAN | ELIZABETH NJ | 284 | $90.8M | $874K |
| 7 | GLASSDOOR LLC GLASSDOOR LLC 401(K) PLAN | MILL VALLEY CA | 643 | $113.5M | $821K |
| 8 | COASTAL COMMUNITY BANK COASTAL COMMUNITY BANK 401(K) PLAN | EVERETT WA | 486 | $45.4M | $738K |
| 9 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC PROFIT SHARING/401(K) PLAN | BOSTON MA | 179 | $34.2M | $680K |
| 10 | CAXTON ASSOCIATES, LP CAXTON ASSOCIATES LP SAVINGS & PROFIT SHARING PLAN | NEW YORK NY | 31 | $57.8M | $582K |
