Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fid Lg Cap Val Idx Mutual Fund in their Schedule of Assets, totaling $9.7M 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 | SIMPSON DOOR COMPANY SIMPSON EMPLOYEE SAVINGS PLAN | MCCLEARY WA | 250 | $83.4M | $4.9M |
| 2 | REMCO, INC. REMCO, INC. EMPLOYEES 401(K) PLAN | MECHANICSBURG PA | 837 | $45.4M | $1.2M |
| 3 | GERON CORPORATION GERON 401(K) PLAN | FOSTER CITY CA | 222 | $46.3M | $1.1M |
| 4 | SURGE OPERATING, LLC SURGE OPERATING, LLC 401(K) PLAN | HOUSTON TX | 156 | $31.9M | $753K |
| 5 | PATHWAY CAPITAL MANAGEMENT, LP PATHWAY CAPITAL MANAGEMENT SALARY SAVINGS PLAN | IRVINE CA | 239 | $66.8M | $481K |
| 6 | LYELL IMMUNOPHARMA, INC. LYELL IMMUNOPHARMA, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 200 | $28.3M | $346K |
| 7 | HACKMAN CAPITAL PARTNERS, LLC HACKMAN CAPITAL PARTNERS 401(K) PLAN | CULVER CITY CA | 322 | $24.1M | $299K |
| 8 | MOBIQUITY, INC. MOBIQUITY 401(K) PROFIT SHARING PLAN | WALTHAM MA | 100 | $18.2M | $217K |
| 9 | SPUR REPLY, LLC SPUR REPLY, LLC RETIREMENT PLAN | BELLEVUE WA | 206 | $24.1M | $160K |
| 10 | OMIDYAR NETWORK SERVICES LLC OMIDYAR NETWORK SERVICES 401(K) PLAN | REDWOOD CITY CA | 54 | $25.7M | $112K |
