Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Investments Fidelity Large Cap Value Index*** in their Schedule of Assets, totaling $26.2M 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 | ASCEND PERFORMANCE MATERIALS HOLDINGS INC. ASCEND SAVINGS & INVESTMENT PLAN | HOUSTON TX | 1,827 | $548.3M | $18.6M |
| 2 | H.E. WILLIAMS, INC. H.E. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CARTHAGE MO | 272 | $35.6M | $4.6M |
| 3 | BUILDERS, INC. BUILDERS, INC. PROFIT SHARING PLAN |
WICHITA KS |
| 217 |
| $14.9M |
| $413K |
| 4 | SUN MECHANICAL CONTRACTING, INC. SUN MECHANICAL CONTRACTING, INC. 401(K) RETIREMENT PLAN | TUCSON AZ | 409 | $9.8M | $366K |
| 5 | Y&D CORP DBA DORSCH FORD LINCOLN KIA DORSCH FORD 401(K) PROFIT SHARING PLAN | GREEN BAY WI | 215 | $10.0M | $359K |
| 6 | FARMERS COOP ASSN AND VISION AG, LLC UBG 401(K) - FCA/VISION AG | KEOTA IA | 139 | $5.3M | $324K |
| 7 | FARMERS COOP ASSN AND VISION AG, LLC UBG 401(K) - FCA/VISION AG | KEOTA IA | 139 | $5.3M | $324K |
| 8 | UNIVERSAL PRINTING COMPANY LLC UNIVERSAL PRINTING COMPANY LLC 401(K) PLAN | DUNMORE PA | 165 | $9.3M | $297K |
| 9 | ELECTRIC MOTOR & CONTRACTING CO., INC. ELECTRIC MOTOR & CONTRACTING CO., INC. 401(K) PROFIT SHARING PLAN | CHESAPEAKE VA | 250 | $31.4M | $186K |
| 10 | SUPPLYING DEMAND INC. DBA LIQUID DEATH LIQUID DEATH 401(K) PLAN | LOS ANGELES CA | 170 | $6.0M | $109K |
