Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fid Lg Cap Gr Idx Mutual Funds in their Schedule of Assets, totaling $6.3M 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 | R.L. YOUNG, LLC YOUNG & ASSOCIATES 401(K) PLAN | DES PERES MO | 724 | $26.2M | $2.6M |
| 2 | CFD RESEARCH CORPORATION CFD RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 272 | $39.8M | $2.2M |
| 3 | ICON AIRCRAFT, INC. ICON AIRCRAFT, INC. 401(K) PLAN |
VACAVILLE CA |
| 57 |
| $3.9M |
| $442K |
| 4 | GERBER CIANO KELLY BRADY LLP GERBER CIANO KELLY BRADY LLP 401(K) PLAN | BUFFALO NY | 132 | $10.2M | $351K |
| 5 | DAGENAIS ENTERPRISES MANAGEMENT COMPANY, INC. DAGENAIS ENTERPRISES MANAGEMENT COMPANY, INC. 401(K) & PROFIT SHARING PLAN | ESCANABA MI | 201 | $16.4M | $327K |
| 6 | REGENCY ENTERPRISES, INCORPORATED REGENCY ENTERPRISES 401(K) SAVINGS & INVESTMENT PLAN TRUST | CHATSWORTH CA | 169 | $23.6M | $274K |
| 7 | NORMAN S. WRIGHT CLIMATEC MECHANICAL EQUIPMENT OF SOUTHERN CALIFORNIA, NORMAN S. WRIGHT CLIMATEC MECHANICAL EQUIPMENT OF SOUTHERN CALIFORNIA, LLC 401(K) PLAN | ANAHEIM CA | 176 | $19.0M | $143K |
