Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Fid Lg Cap Gr Idx in their Schedule of Assets, totaling $211.0M 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 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN HOAG SHELTERED SAVINGS PLAN | NEWPORT BEACH CA | 9,204 | $1.3B | $148.3M |
| 2 | SAMSARA INC. SAMSARA 401(K) PLAN | SAN FRANCISCO CA | 2,550 | $240.1M | $16.4M |
| 3 | USANA HEALTH SCIENCES, INC. USANA HEALTH SCIENCES 401(K) PLAN |
SALT LAKE CITY UT |
| 791 |
| $126.3M |
| $13.2M |
| 4 | CONTINENTAL RESOURCES, INC. CONRES SMART RETIRE PLAN | BEDFORD MA | 297 | $86.3M | $8.9M |
| 5 | H.I.G. CAPITAL MANAGEMENT, LLC H.I.G. CAPITAL MANAGEMENT, LLC 401(K) PLAN | MIAMI FL | 696 | $122.3M | $7.1M |
| 6 | BOHLER ENGINEERING P.C. BOHLER ENGINEERING P.C. 401(K) PLAN | WARREN NJ | 924 | $141.3M | $5.0M |
| 7 | TCMI, INC. TCMI, INC. 401(K) PROFIT SHARING PLAN | MENLO PARK CA | 82 | $53.8M | $3.6M |
| 8 | L & N FEDERAL CREDIT UNION L & N FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LOUISVILLE KY | 297 | $35.7M | $2.4M |
| 9 | PREFERRED TRAVEL GROUP PREFERRED TRAVEL GROUP 401(K) PROFIT SHARING PLAN | NEWPORT BEACH CA | 225 | $36.1M | $1.1M |
| 10 | HUMACYTE GLOBAL, INC. HUMACYTE GLOBAL 401(K) PLAN | DURHAM NC | 221 | $19.3M | $870K |
