Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Fidelity Fidelity Large Cap Value Index Fund in their Schedule of Assets, totaling $29.6M 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 | HIWAY CREDIT UNION HIWAY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | SAINT PAUL MN | 150 | $54.5M | $6.3M |
| 2 | FIRST MANHATTAN CO. FIRST MANHATTAN CO. 401K PLAN | NEW YORK NY | 128 | $91.6M | $5.8M |
| 3 | HILL & WILKINSON CONSTRUCTION GROUP, LTD HILL & WILKINSON CONSTRUCTION GROUP, LTD. 401(K) PLAN |
RICHARDSON TX |
| 405 |
| $44.6M |
| $3.5M |
| 4 | THE LINCOLN ELECTRIC COMPANY THE LINCOLN ELECTRIC COMPANY EMPLOYEE SAVINGS PLAN | CLEVELAND OH | 5,539 | $1.1B | $2.5M |
| 5 | BURNHAM HOLDINGS, INC. BURNHAM HOLDINGS, INC. SAVINGS PLAN A | LANCASTER PA | 467 | $67.0M | $2.2M |
| 6 | ROIVANT SCIENCES, INC. ROIVANT SCIENCES, INC. 401(K) PLAN | NEW YORK NY | 783 | $115.4M | $1.6M |
| 7 | CASTLEROCK COMMUNITIES, L.L.C. CASTLEROCK COMMUNITIES, L.L.C. 401(K) PLAN | HOUSTON TX | 273 | $10.1M | $893K |
| 8 | RMS ENERGY CO, LLC RMS ENERGY CO. LLC 401(K) RETIREMENT PLAN | LITTLE FALLS MN | 309 | $8.3M | $838K |
| 9 | THE FINIT GROUP LLC DBA FINIT SOLUTIONS FINIT 401(K) | CINCINNATI OH | 167 | $38.1M | $790K |
| 10 | EDUCATIONAL FEDERAL CREDIT UNION EDUCATIONAL FEDERAL CREDIT UNION | MIAMI FL | 338 | $45.1M | $677K |
