Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Emerging Markets Z N/R in their Schedule of Assets, totaling $298K 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 | ALPHA SOURCE LLC ALPHA SOURCE LLC 401(K) PLAN | MILWAUKEE WI | 196 | $33.1M | $116K |
| 2 | EAM-MOSCA CORPORATION EAM-MOSCA CORPORATION 401(K) PLAN | HAZLE TOWNSHIP PA | 233 | $37.7M | $104K |
| 3 | ALPHA SOURCE HOLDCO, LLC ALPHA SOURCE HOLDCO, LLC 401(K) PLAN |
MILWAUKEE WI |
| 290 |
| $18.0M |
| $78K |
