Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Fidelity investments Fidelity Emerging Markets Index in their Schedule of Assets, totaling $9.6M 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 | EPAM SYSTEMS, INC EPAM SYSTEMS, INC. 401(K) PLAN | NEWTOWN PA | 3,012 | $453.5M | $2.4M |
| 2 | SCH SERVICES, INC. SCH SERVICES, INC. 401(K) PLAN | MINNEAPOLIS MN | 411 | $119.4M | $1.9M |
| 3 | NEWPORT GROUP, INC. SAVEWISETM POOLED EMPLOYER PLAN |
| 22,638 |
| $431.1M |
| $1.2M |
| 4 | CRESCENT REAL ESTATE LLC CRESCENT REAL ESTATE LLC 401(K) PLAN | FORT WORTH TX | 100 | $39.7M | $842K |
| 5 | NEWPORT GROUP, INC. MMHR 401(K) POOLED EMPLOYER PLAN | FOLSOM CA | 1,506 | $37.0M | $402K |
| 6 | ADVANSTAFF, INC. ADVANSTAFF, INC. 401(K) PLAN & TRUST | LAS VEGAS NV | 4,490 | $126.9M | $345K |
| 7 | EGNYTE, INC. EGNYTE, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 572 | $39.5M | $283K |
| 8 | PODIUM CORPORATION, INC. PODIUM 401(K) PLAN | LEHI UT | 591 | $34.0M | $281K |
| 9 | BEST BEST & KRIEGER LLP BEST BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN | RIVERSIDE CA | 393 | $79.7M | $280K |
| 10 | UNIVERSAL PRINTING COMPANY LLC UNIVERSAL PRINTING COMPANY LLC 401(K) PLAN | DUNMORE PA | 165 | $9.3M | $212K |
