Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fid LC Val Index Fund in their Schedule of Assets, totaling $9.3M 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 | $3.5M |
| 2 | JAMESTOWN MANAGEMENT CORP. JAMESTOWN 401(K) PLAN | ATLANTA GA | 544 | $90.2M | $1.9M |
| 3 | PROSPECT CROZER, LLC CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN |
CHESTER PA |
| 1,021 |
| $147.9M |
| $1.1M |
| 4 | PANA COMMUNITY HOSPITAL ASSOCIATION PANA COMMUNITY HOSPITAL EMPLOYEES' TAX DEFERRED ANNUITY PLAN | PANA IL | 329 | $26.3M | $877K |
| 5 | PROSPECT ECHN, INC. EASTERN CONNECTICUT HEALTH NETWORK, INC. PENSION PLAN | MANCHESTER CT | 304 | $74.2M | $543K |
| 6 | HTT, INC. HTT, INC. 401(K) RETIREMENT PLAN | SHEBOYGAN WI | 123 | $5.6M | $532K |
| 7 | MAASS CORPORATION SPC OLIVER'S MARKET 401(K) PROFIT SHARING PLAN | SANTA ROSA CA | 662 | $31.2M | $313K |
| 8 | WATER PURE, INC. DBA PURITY PRODUCTS WATER PURE, INC. 401(K) PLAN | PLAINVIEW NY | 95 | $10.7M | $229K |
| 9 | STONEFIELD ENGINEERING AND DESIGN, LLC STONEFIELD ENGINEERING AND DESIGN 401(K) & PROFIT SHARING PLAN | RUTHERFORD NJ | 177 | $8.5M | $84K |
| 10 | GOLDBERG & OSBORNE LLP GOLDBERG & OSBORNE 401(K) PLAN | PHOENIX AZ | 88 | $9.4M | $74K |
