Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Large Cap Growth Idx Mutual fund in their Schedule of Assets, totaling $22.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KELLER ROHRBACK LLP KELLER ROHRBACK LLP 401(K) PROFIT SHARING PLAN | SEATTLE WA | 168 | $86.5M | $7.0M |
| 2 | BLACK RIVER HEALTH, INC. BLACK RIVER MEMORIAL HOSPITAL RETIREMENT SAVINGS PLAN | BLACK RIVER FALLS WI | 310 | $37.8M | $4.2M |
| 3 | COASTAL CAROLINA HEALTH CARE, P.A. |
NEW BERN NC |
| 532 |
| $71.8M |
| $4.0M |
| 4 | PARK FEDERAL CREDIT UNION PARK COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | LOUISVILLE KY | 267 | $22.1M | $1.3M |
| 5 | SECURITY NATIONAL FINANCIAL CORPORATION SNF CORPORATION TAX-FAVORED RETIREMENT SAVINGS PLAN | MURRAY UT | 439 | $37.2M | $1.1M |
| 6 | ROMAN HEALTH VENTURES, INC. ROMAN 401(K) PLAN | NEW YORK NY | 489 | $39.9M | $981K |
| 7 | CENTER FOR ORTHOPAEDICS AND SPINE, LLC CENTER FOR ORTHOPAEDICS AND SPINE, LLC 401(K) PROFIT SHARING PLAN AND TRUST | LAKE CHARLES LA | 128 | $21.9M | $968K |
| 8 | ELEMENT ELECTRONICS HOLDINGS, LLC OHC BRANDS 401(K) PLAN | WINNSBORO SC | 316 | $6.7M | $654K |
| 9 | CDS LIFE TRANSITIONS CDS LIFE TRANSITIONS 403(B) PLAN | WEBSTER NY | 820 | $13.8M | $540K |
| 10 | LAKEWOOD HEALTH SYSTEM LAKEWOOD HEALTH SYSTEM 401(K) PLAN | STAPLES MN | 851 | $78.4M | $465K |