Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Large Cap Value Index Prm Inst in their Schedule of Assets, totaling $12.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | POTLATCH NO 1 FINANCIAL CREDIT UNION POTLATCH NO 1 FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | LEWISTON ID | 337 | $73.0M | $9.5M |
| 2 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $2.8M |
| 3 | RBC DEVELOPMENT, LLC |
LENEXA KS |
| 90 |
| $8.3M |
| $168K |
