Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Fidelity Investments Fidelity® Large Cap Growth Index Fund in their Schedule of Assets, totaling $111.3M 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 | VERTEX, INC. VERTEX, INC. 401(K) PLAN | KING OF PRUSSIA PA | 1,458 | $445.2M | $45.1M |
| 2 | FLEXERA SOFTWARE LLC FLEXERA SOFTWARE LLC 401(K) PLAN | ITASCA IL | 491 | $130.8M | $10.0M |
| 3 | IONIS PHARMACEUTICALS, INC. IONIS PHARMACEUTICALS 401(K) PLAN |
| 1,043 |
| $316.0M |
| $7.3M |
| 4 | SAVISTA, LLC SAVISTA 401(K) PLAN | ALPHARETTA GA | 1,405 | $81.3M | $5.5M |
| 5 | PACKAGING MACHINERY MANUFACTURERS INSTITUTE PACKAGING MACHINERY MANUFACTURERS INSTITUTE 401(K) AND PROFIT SHARING PLAN | HERNDON VA | 119 | $42.5M | $4.4M |
| 6 | PT FINANCIAL HOLDINGS, INC. PERFORMANCE TRUST RETIREMENT PLAN | CHICAGO IL | 375 | $108.3M | $4.0M |
| 7 | TOSHIBA INTERNATIONAL CORPORATION TOSHIBA INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,301 | $218.4M | $3.6M |
| 8 | ALKU, LLC ALKU 401(K) PLAN | ANDOVER MA | 1,788 | $65.3M | $3.4M |
| 9 | PT FINANCIALS COMPANIES, LLC PERFORMANCE TRUST RETIREMENT PLAN | CHICAGO IL | 354 | $88.3M | $2.3M |
| 10 | TAFT ELECTRIC COMPANY, INC. TAFT ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN | VENTURA CA | 158 | $15.7M | $2.2M |
