Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding FID LG CAP GR IDX Registered investment company in their Schedule of Assets, totaling $74.2M 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 | SCHNUCK MARKETS, INC. SCHNUCK MARKETS, INC. MASTER TRUST | ST. LOUIS MO | — | $296.0M | $66.7M |
| 2 | PULMONARY MEDICINE ASSOCIATES MEDICAL GROUP, INC. PULMONARY MEDICINE ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 154 | $63.7M | $2.2M |
| 3 | MANGO TECHNOLOGIES INC. DBA CLICKUP |
SAN DIEGO CA |
| 496 |
| $33.0M |
| $1.3M |
| 4 | YOU NEED A BUDGET LLC YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST | LEHI UT | 151 | $18.6M | $989K |
| 5 | ASTRA SPACE OPERATIONS, LLC ASTRA SPACE OPERATIONS, LLC 401(K) P/S PLAN | ALAMEDA CA | 122 | $15.2M | $821K |
| 6 | VOLEON CAPITAL MANAGEMENT LP VOLEON CAPITAL MANAGEMENT LP 401(K) PLAN | BERKELEY CA | 285 | $35.6M | $820K |
| 7 | SEWARD & KISSEL LLP SEWARD & KISSEL QUALIFIED RETIREMENT PLAN MASTER TRUST | NEW YORK NY | — | $319.3M | $798K |
| 8 | LUMINATE HOME LOANS, INC. LUMINATE HOME LOANS RETIREMENT PLAN | MINNEAPOLIS MN | 656 | $25.2M | $345K |
| 9 | KREKOW JENNINGS, INC. KREKOW JENNINGS, INC. RETIREMENT PLAN | SEATTLE WA | 107 | $17.9M | $282K |
