Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding FID LARGE CAP VALUE INDEX in their Schedule of Assets, totaling $19.6M 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 | OAKLEAF CLINICS, INC. OAKLEAF CLINICS, INC. PROFIT SHARING PLAN | EAU CLAIRE WI | 364 | $49.2M | $5.8M |
| 2 | ASK CHEMICALS, LLC ASK CHEMICALS, LLC 401(K) PLAN | DUBLIN OH | 219 | $59.1M | $3.7M |
| 3 | WILLIAMS & FUDGE, INC. WILLIAMS & FUDGE, INC. RETIREMENT SAVINGS PLAN |
ROCK HILL SC |
| 251 |
| $26.2M |
| $1.9M |
| 4 | VECTORWORKS, INC. VECTORWORKS, INC. 401(K) PLAN | COLUMBIA MD | 225 | $46.7M | $1.4M |
| 5 | AVIAN, LLC AVIAN 401(K) PROFIT SHARING PLAN | LEXINGTON PARK MD | 303 | $43.5M | $1.2M |
| 6 | PATRIOT MACHINE INC. PATRIOT MACHINE INC. 401(K) PLAN | ST. CHARLES MO | 177 | $36.2M | $1.1M |
| 7 | BEST MEDICAL INTERNATIONAL, INC BEST MEDICAL INTERNATIONAL, INC.401(K) RETIREMENT TRUST | SPRINGFIELD VA | 198 | $22.1M | $813K |
| 8 | CREATIVE & RESPONSE RESEARCH INC CREATIVE & RESPONSE RESEARCH SERVICES, INC. EPS AND 401K PLAN | CHICAGO IL | 121 | $34.1M | $712K |
| 9 | ASEMBIA, LLC ASEMBIA, LLC 401(K) PROFIT SHARING PLAN | FLORHAM PARK NJ | 460 | $17.8M | $679K |
| 10 | CLASSIC VACATIONS, LLC CLASSIC VACATIONS, LLC 401(K) PLAN | SAN JOSE CA | 225 | $11.2M | $367K |
