Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FID STKSEL LGCAP VAL " in their Schedule of Assets, totaling $2.3M 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 | LONGVIEW POWER, LLC LONGVIEW POWER, LLC 401(K) PLAN | MAIDSVILLE WV | 153 | $30.9M | $1.2M |
| 2 | PAISLEY CRAFTS, LLC PAISLEY CRAFTS, LLC 401(K) PLAN | FRESNO CA | 54 | $9.6M | $390K |
| 3 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN |
CHICAGO IL |
| 2,890 |
| $1.2B |
| $320K |
| 4 | DLC MANAGEMENT CORPORATION DLC MANAGEMENT 401(K) PLAN | ELSMFORD NY | 143 | $14.6M | $213K |
| 5 | PREDICTIVE INDEX, LLC PREDICTIVE INDEX RETIREMENT TRUST PLAN | WESTWOOD MA | 219 | $30.9M | $128K |
