Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fid Lg Cap Val Idx in their Schedule of Assets, totaling $13.5M 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 | BOHLER ENGINEERING P.C. BOHLER ENGINEERING P.C. 401(K) PLAN | WARREN NJ | 924 | $141.3M | $10.1M |
| 2 | H.I.G. CAPITAL MANAGEMENT, LLC H.I.G. CAPITAL MANAGEMENT, LLC 401(K) PLAN | MIAMI FL | 696 | $122.3M | $1.9M |
| 3 | TCMI, INC. TCMI, INC. 401(K) PROFIT SHARING PLAN |
MENLO PARK CA |
| 82 |
| $53.8M |
| $558K |
| 4 | A. J. LETIZIO SALES & MARKETING, INC. A. J. LETIZIO SALES & MARKETING, INC. 401(K) PLAN | WINDHAM NH | 128 | $16.8M | $291K |
| 5 | PENNS WOODS BANCORP, INC. PENNS WOODS BANCORP, INC. 401(K) PLAN | WILLIAMSPORT PA | 314 | $22.2M | $263K |
| 6 | SMITH BROTHERS HOLDINGS, INC. SMITH BROTHERS FARMS 401K PROFIT SHARING PLAN | KENT WA | 238 | $12.7M | $147K |
| 7 | HUMACYTE GLOBAL, INC. HUMACYTE GLOBAL 401(K) PLAN | DURHAM NC | 221 | $19.3M | $95K |
| 8 | SINTEC MEDIA INC. SINTEC MEDIA INC. 401K PLAN | NEW YORK NY | 123 | $10.6M | $30K |
| 9 | JEWISH COMM. CENTER OF ST LOUIS JEWISH COMMUNITY CENTER OF ST. LOUIS RETIREMENT PLAN | ST. LOUIS MO | 225 | $4.8M | $25K |
