Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments FID LG CAP VAL IDX in their Schedule of Assets, totaling $3.5M 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 | CASH FLOW MANAGEMENT, LLC DBA KINECTIVE KINECTIVE 401K PLAN | GILBERT AZ | 300 | $25.3M | $1.6M |
| 2 | PROGRESS RESIDENTIAL PROGRESS RESIDENTIAL 401(K) PLAN | SCOTTSDALE AZ | 2,222 | $61.4M | $717K |
| 3 | TYONEK NATIVE CORPORATION TYONEK NATIVE CORPORATION 401(K) PLAN |
MADISON AL |
| 1,566 |
| $64.4M |
| $629K |
| 4 | DSTILLERY, INC. DSTILLERY, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 116 | $14.1M | $292K |
| 5 | CHARLES N WHITE CONSTRUCTION CO WHITE CONSTRUCTION COMPANY 401-K PLAN | RIDGELAND MS | 128 | $17.5M | $128K |
| 6 | PACIFIC BEST INC. PACIFIC BEST INC. EMPLOYEE RETIREMENT BENEFIT PLAN | AZUSA CA | 94 | $8.7M | $116K |
| 7 | POWER SOLUTIONS INTERNATIONAL, INC. PSI 401(K) PLAN | WOOD DALE IL | 714 | $40.4M | $24K |
