Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Emerging Markets Discovery Fund in their Schedule of Assets, totaling $3.7M 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 | ENVESTNET FINANCIAL TECHNOLOGIES, INC. ENVESTNET 401(K) RETIREMENT PLAN | BERWYN PA | 1,602 | $347.3M | $3.7M |
| 2 | COMPLETE PAPER, INC. DBA BIORIGIN SPECIALTY PRODUCTS BIORIGIN SPECIALTY PRODUCTS 401(K) PLAN | ALPHARETTA GA | 232 | $33.5M | $20K |
| 3 | C & J INDUSTRIES, INC. |
MEADVILLE PA |
| 271 |
| $14.4M |
| $10K |
