Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding FID LG CAP VAL IDX Registered Investment Company in their Schedule of Assets, totaling $48.3M 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 | $44.5M |
| 2 | NORTHWEST SURGICAL SPECIALISTS, P.C. NORTHWEST SURGICAL SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN | VANCOUVER WA | 417 | $105.2M | $1.9M |
| 3 | SEWARD & KISSEL LLP |
NEW YORK NY |
| — |
| $319.3M |
| $658K |
| 4 | VOLEON CAPITAL MANAGEMENT LP VOLEON CAPITAL MANAGEMENT LP 401(K) PLAN | BERKELEY CA | 285 | $35.6M | $462K |
| 5 | MANGO TECHNOLOGIES INC. DBA CLICKUP CLICKUP 401(K) PLAN | SAN DIEGO CA | 496 | $33.0M | $361K |
| 6 | LUMINATE HOME LOANS, INC. LUMINATE HOME LOANS RETIREMENT PLAN | MINNEAPOLIS MN | 656 | $25.2M | $176K |
| 7 | YOU NEED A BUDGET LLC YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST | LEHI UT | 151 | $18.6M | $149K |
| 8 | MULTNOMAH ATHLETIC CLUB MULTNOMAH ATHLETIC CLUB 401K RETIREMENT SAVINGS PLAN | PORTLAND OR | 797 | $27.6M | $95K |
