Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity** FID EMRG MKTS IDX in their Schedule of Assets, totaling $7.8M 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 | S. EMERSON GROUP, INC. THE EMERSON GROUP RETIREMENT PLAN | WAYNE PA | 255 | $86.4M | $5.0M |
| 2 | APPLE FEDERAL CREDIT UNION APPLE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | FAIRFAX VA | 643 | $60.4M | $769K |
| 3 | OIL SEARCH ALASKA, LLC OIL SEARCH ALASKA, LLC 401(K) PLAN |
ANCHORAGE AK |
| 170 |
| $38.0M |
| $612K |
| 4 | SPYCLOUD, INC. SPYCLOUD, INC. 401(K) PLAN | AUSTIN TX | 158 | $10.9M | $253K |
| 5 | THE LIGHTSTONE GROUP, LLC THE LIGHTSTONE GROUP, LLC 401(K) PLAN | NEW YORK NY | 564 | $40.4M | $242K |
| 6 | DRIVEWEALTH HOLDINGS, INC. DRIVEWEALTH 401(K) PLAN | NEW YORK NY | 264 | $16.8M | $173K |
| 7 | CATAMORPHIC CO. LAUNCHDARKLY 401(K) PLAN | OAKLAND CA | 391 | $33.1M | $172K |
| 8 | ANDREWS FEDERAL CREDIT UNION ANDREWS FEDERAL CREDIT UNION 401(K) PLAN | SUITLAND MD | 341 | $31.7M | $122K |
| 9 | XPEL, INC. XPEL, INC. RETIREMENT TRUST | SAN ANTONIO TX | 699 | $14.6M | $113K |
| 10 | RURAL ALASKA COMMUNITY ACTION PROGRAM, INC. RURAL ALASKA COMMUNITY ACTION PROGRAM, INC. RETIREMENT PLAN | ANCHORAGE AK | 363 | $16.3M | $109K |
