Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Emerging Markets K in their Schedule of Assets, totaling $5.4M 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 | THE PAPE' GROUP, INC. THE PAPE' GROUP, INC. PROFIT SHARING 401(K) PLAN | EUGENE OR | 4,462 | $441.8M | $3.4M |
| 2 | AAFCPAS, INC. AAFCPAS, INC 401(K) SAVINGS PLAN | WESTBOROUGH MA | 373 | $57.6M | $1.4M |
| 3 | BLACK FOREST VENTURES, LLC BLACK FOREST 401(K) PLAN |
THE WOODLANDS TX |
| 666 |
| $21.8M |
| $315K |
| 4 | PEDIATRIC SPECIALISTS OF VIRGINIA, LLC PEDIATRIC SPECIALISTS OF VIRGINIA 401(K) PLAN | FAIRFAX VA | 275 | $31.3M | $211K |
| 5 | FAMILY HEALTH, INC. FAMILY HEALTH, INC. RETIREMENT PLAN | GREENVILLE OH | 324 | $41.2M | $73K |
