Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fidelity Emerging Market Index in their Schedule of Assets, totaling $666K 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 | CLYDE & CO US LLP CLYDE & CO US LLP 401(K) PLAN | NEW YORK NY | 703 | $136.3M | $563K |
| 2 | SAN FRANCISCO FRIENDS SCHOOL SAN FRANCISCO FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 83 | $22.8M | $72K |
| 3 | STEWART & TATE, INC. STEWART & TATE EMPLOYEES PROFIT SHARING PLAN |
YORK PA |
| 175 |
| $27.9M |
| $24K |
| 4 | OHIO STATE UNIVERSITY PHYSICIANS, INC. OHIO STATE UNIVERSITY PHYSICIANS, INC. 403(B) TAX DEFERRED ANNUITY PLAN | COLUMBUS OH | 2,180 | $58.7M | $4K |
| 5 | OHIO STATE UNIVERSITY PHYSICIANS, INC. OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN | COLUMBUS OH | 2,183 | $182.8M | $2K |
