Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fid LC Val Index Fund in their Schedule of Assets, totaling $7.3M 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 | DAI ESOP, INC. DAI 401(K) RETIREMENT PLAN | BETHESDA MD | 811 | $218.1M | $6.1M |
| 2 | THE RASMUSSEN GROUP, INC. THE RASMUSSEN GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 912 | $46.5M | $1.1M |
| 3 | AMERICAN SOCIETY OF HEATING, REFRIGERATING & AIR-COND ENGINEERS, INC. |
PEACHTREE CORNERS GA |
| 113 |
| $31.1M |
| $40K |
