Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Fidelity Fidelity Large-Cap Value Index in their Schedule of Assets, totaling $73.3M 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 | FREEMAN HEALTH SYSTEM FREEMAN EMPLOYEE SAVINGS PLAN | JOPLIN MO | 4,778 | $213.3M | $18.8M |
| 2 | FREEMAN HEALTH SYSTEM FREEMAN RETIREMENT PLAN | JOPLIN MO | 4,631 | $119.6M | $10.1M |
| 3 | LAKE MICHIGAN CREDIT UNION LAKE MICHIGAN CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST |
GRAND RAPIDS MI |
| 1,370 |
| $50.9M |
| $6.8M |
| 4 | CLARK, SCHAEFER, HACKETT & CO. CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) | DAYTON OH | 540 | $136.4M | $5.4M |
| 5 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY FL | 2,753 | $139.0M | $4.7M |
| 6 | BLAZE CREDIT UNION BLAZE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | FALCON HEIGHTS MN | 116 | $55.6M | $4.5M |
| 7 | ALLSOUTH FEDERAL CREDIT UNION ALLSOUTH FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | COLUMBIA SC | 249 | $101.2M | $4.3M |
| 8 | TRUE COMMUNITY CREDIT UNION TRUE COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | JACKSON MI | 194 | $27.9M | $3.2M |
| 9 | PIPE FITTERS LOCAL NO. 533 HEALTH AND WELFARE PLAN PIPE FITTERS LOCAL NO. 533 HEALTH AND WELFARE PLAN | KANSAS CITY MO | 1,467 | $76.1M | $2.5M |
| 10 | CHATTANOOGA ORTHOPAEDIC GROUP P.C. CHATTANOOGA ORTHOPAEDIC GROUP, P.C. 401(K) PROFIT SHARING PLAN | CHATTANOOGA TN | 419 | $51.8M | $1.9M |
