Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fid Emerging Mkts K in their Schedule of Assets, totaling $3.3M 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 | SARGENT & LUNDY SARGENT & LUNDY SAVINGS INVESTMENT PLAN | CHICAGO IL | 3,311 | $1.2B | $2.5M |
| 2 | STOBER DRIVES, INC. STOBER DRIVES, INC. 401(K) PROFIT SHARING PLAN | MAYSVILLE KY | 177 | $18.0M | $487K |
| 3 | HERZING UNIVERSITY, LTD HERZING UNIVERSITY, LTD. SAVINGS PLAN |
MILWAUKEE WI |
| 1,634 |
| $61.9M |
| $323K |
| 4 | WEST SIDE DB LLC DBA DUTCH BROS COFFEE WEST SIDE DB LLC 401(K) PLAN | PEORIA AZ | 1,020 | $2.0M | $15K |
