Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fid Lcap Grw Idx IDX in their Schedule of Assets, totaling $3.7M 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 | LEGACY COMMUNITY FEDERAL CREDIT UNION LEGACY COMMUNITY FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | BIRMINGHAM AL | 99 | $31.1M | $1.8M |
| 2 | UNIVERSITY CREDIT UNION UNIVERSITY CREDIT UNION 401(K) PLAN AND TRUST | LOS ANGELES CA | 134 | $16.2M | $1.5M |
| 3 | AVENIR FINANCIAL FEDERAL CREDIT UNION |
YUMA AZ |
| 96 |
| $5.6M |
| $393K |
