Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Fid Lc Gr Index Fund in their Schedule of Assets, totaling $22.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QUAKER WINDOW PRODUCTS CO QUAKER WINDOW PRODUCTS CO. 401(K) PROFIT SHARING PLAN & TRUST | FREEBURG MO | 1,216 | $46.1M | $6.9M |
| 2 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $2.5M |
| 3 | WESTFIELD BANK |
WESTFIELD MA |
| 328 |
| $48.1M |
| $2.4M |
| 4 | JAMESTOWN MANAGEMENT CORP. JAMESTOWN 401(K) PLAN | ATLANTA GA | 544 | $90.2M | $1.7M |
| 5 | PROSPECT CROZER, LLC CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN | CHESTER PA | 1,021 | $147.9M | $1.7M |
| 6 | ARROW EXTERMINATORS, INC. ARROW EXTERMINATORS, INC. 401(K) PLAN | ATLANTA GA | 3,251 | $56.9M | $1.3M |
| 7 | WATER PURE, INC. DBA PURITY PRODUCTS WATER PURE, INC. 401(K) PLAN | PLAINVIEW NY | 95 | $10.7M | $907K |
| 8 | PROSPECT ECHN, INC. EASTERN CONNECTICUT HEALTH NETWORK, INC. PENSION PLAN | MANCHESTER CT | 304 | $74.2M | $835K |
| 9 | GLENN A. RICK ENGINEERING & DEVELOPMENT COMPANY, DBA RICK ENGINEERING RICK ENGINEERING COMPANY PROFIT-SHARING PLAN | SAN DIEGO CA | 359 | $12.0M | $449K |
| 10 | GURNICK ACADEMY OF MEDICAL ARTS LLC GURNICK ACADEMY RETIREMENT SAVINGS PLAN | SAN JOSE CA | 649 | $5.2M | $402K |
