Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Fidelity Emerging Markets K in their Schedule of Assets, totaling $14.1M 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 | SUTTER MEDICAL GROUP, INC. SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 1,247 | $1.0B | $9.1M |
| 2 | BTS USA, INC. BTS USA, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 402 | $74.4M | $2.0M |
| 3 | TERRA MILLENNIUM CORPORATION TERRA MILLENNIUM CORPORATION 401(K) PLAN |
SALT LAKE CITY UT |
| 1,977 |
| $77.8M |
| $1.7M |
| 4 | KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY CO., L.P.A. KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY CO., LPA. PROFIT SHARING AND 401(K) PLAN | CANTON OH | 109 | $34.8M | $535K |
| 5 | ROLAND BERGER LP ROLAND BERGER LP 401(K) SAVINGS PLAN | DETROIT MI | 220 | $39.1M | $347K |
| 6 | FAZOLI'S RESTAURANT GROUP, INC. FAZOLI'S RESTAURANT GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | LEXINGTON KY | 363 | $14.3M | $185K |
| 7 | PEAK VISTA COMMUNITY HEALTH CENTERS PEAK VISTA COMMUNITY HEALTH CENTERS 403(B) PLAN | COLORADO SPRINGS CO | 747 | $40.9M | $182K |
