Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Fid Lg Cap Val Idx in their Schedule of Assets, totaling $5.5M 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 | LODGING SOLUTIONS, LLC D/B/A ACCOMMODATIONS PLUS INTERNATIONAL ACCOMMODATIONS PLUS INTERNATIONAL 401(K) PLAN | MELVILLE NY | 274 | $14.9M | $1.3M |
| 2 | OUTTEN & GOLDEN LLP OUTTEN & GOLDEN LLP 401(K) PLAN | NEW YORK NY | 130 | $30.0M | $1.1M |
| 3 | SEI-SERVICES, LLC SEI 401(K) PLAN |
CINCINNATI OH |
| 597 |
| $89.0M |
| $1.0M |
| 4 | UNGER ENTERPRISES, LLC UNGER 401K & PROFIT SHARING PLAN | BRIDGEPORT CT | 129 | $15.3M | $471K |
| 5 | EVERGREEN FORD EVERGREEN RETIREMENT PLAN AND TRUST | ISSAQUAH WA | 131 | $6.2M | $384K |
| 6 | UNGER ENTERPRISES, LLC UNGER 401K & PROFIT SHARING PLAN | BRIDGEPORT CT | 135 | $12.9M | $333K |
| 7 | RODENHISER HOME SERVICES, INC. RODENHISER HOME SERVICES, INC. 401(K) PLAN | HOLLISTON MA | 165 | $12.1M | $229K |
| 8 | MOTHER INDUSTRIES, LLC. MOTHER INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN | BROOKLYN NY | 175 | $17.4M | $185K |
| 9 | RURAL ALASKA COMMUNITY ACTION PROGRAM, INC. RURAL ALASKA COMMUNITY ACTION PROGRAM, INC. RETIREMENT PLAN | ANCHORAGE AK | 363 | $16.3M | $167K |
| 10 | XPEL, INC. XPEL, INC. RETIREMENT TRUST | SAN ANTONIO TX | 699 | $14.6M | $137K |
