Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments FID LG CAP GR IDX in their Schedule of Assets, totaling $18.0M 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 | LAYTON CONSTRUCTION COMPANY, LLC LAYTON CONSTRUCTION COMPANY, LLC 401(K) PROFIT SHARING PLAN | SANDY UT | 1,372 | $153.7M | $6.8M |
| 2 | CASH FLOW MANAGEMENT, LLC DBA KINECTIVE KINECTIVE 401K PLAN | GILBERT AZ | 300 | $25.3M | $4.2M |
| 3 | PROGRESS RESIDENTIAL PROGRESS RESIDENTIAL 401(K) PLAN |
SCOTTSDALE AZ |
| 2,222 |
| $61.4M |
| $2.6M |
| 4 | TYONEK NATIVE CORPORATION TYONEK NATIVE CORPORATION 401(K) PLAN | MADISON AL | 1,566 | $64.4M | $2.3M |
| 5 | CHARLES N WHITE CONSTRUCTION CO WHITE CONSTRUCTION COMPANY 401-K PLAN | RIDGELAND MS | 128 | $17.5M | $1.2M |
| 6 | LUXIUM SOLUTIONS, LLC LUXIUM SOLUTIONS, LLC 401(K) PLAN | HIRAM OH | 346 | $25.9M | $583K |
| 7 | PACIFIC BEST INC. PACIFIC BEST INC. EMPLOYEE RETIREMENT BENEFIT PLAN | AZUSA CA | 94 | $8.7M | $206K |
| 8 | POWER SOLUTIONS INTERNATIONAL, INC. PSI 401(K) PLAN | WOOD DALE IL | 714 | $40.4M | $139K |
