Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Fidelity Large Cap Growth Idx - in their Schedule of Assets, totaling $30.0M 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 | LINCOLN INVESTMENT PLANNING, LLC LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN | FORT WASHINGTON PA | 467 | $116.5M | $10.8M |
| 2 | ALLSOUTH FEDERAL CREDIT UNION ALLSOUTH FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | COLUMBIA SC | 249 | $101.2M | $7.1M |
| 3 | PARR BROWN GEE & LOVELESS, A PROFESSIONAL CORPORATION |
SALT LAKE CITY UT |
| 118 |
| $127.3M |
| $3.6M |
| 4 | GOLD STANDARD ENTERPRISES, INC. GOLD STANDARD ENTERPRISES, INC. 401(K) PLAN | NILES IL | 1,595 | $35.4M | $2.9M |
| 5 | ITHINK FINANCIAL CREDIT UNION ITHINK FINANCIAL CREDIT UNION 401(K) PLAN PLUS | DELRAY BEACH FL | 390 | $36.5M | $2.8M |
| 6 | UNCLE CREDIT UNION UNCLE CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | LIVERMORE CA | 87 | $13.9M | $1.4M |
| 7 | ATLANTIC FEDERAL CREDIT UNION ATLANTIC FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BRUNSWICK ME | 178 | $28.5M | $882K |
| 8 | VERITAS INVESTMENTS, INC. VERITAS INVESTMENTS 401K PLAN | SAN FRANCISCO CA | 167 | $10.8M | $295K |
| 9 | HSF ENTERPRISES, INC. HSF ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | CHERRY HILL NJ | 198 | $10.6M | $88K |
| 10 | LAKE COMPANY OF WISCONSIN, INC. LAKE COMPANY OF WISCONSIN, INC. 401(K) PLAN | MILWAUKEE WI | 142 | $10.9M | $85K |
