Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 124 U.S. retirement plans report holding Fidelity large Cap Growth Index Mutual Fund in their Schedule of Assets, totaling $244.5M 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 | SOCIETE GENERALE (NEW YORK) SOCIETE GENERALE SAVINGS AND INVESTMENT/RETIREMENT PLAN | NEW YORK NY | 2,211 | $1.1B | $42.3M |
| 2 | INDEPENDENT STAVE COMPANY, LLC INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN | LEBANON MO | 2,307 | $112.9M | $24.0M |
| 3 | OSI SYSTEMS, INC. |
TORRANCE CA |
| 1,920 |
| $269.8M |
| $10.6M |
| 4 | WILLDAN GROUP, INC. WILLDAN GROUP, INC 401(K) PLAN | ANAHEIM CA | 1,757 | $148.8M | $10.2M |
| 5 | VIRTUSA CORPORATION VIRTUSA CORPORATION 401(K) PLAN | SOUTHBOROUGH MA | 2,675 | $166.2M | $8.9M |
| 6 | JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 DEFINED CONTRIBUTION PLAN UA LOCAL 190 DEFINED CONTRIBUTION PLAN | TROY MI | 1,283 | $69.2M | $8.9M |
| 7 | PROVIDENCE EQUITY PARTNERS L.L.C. PROVIDENCE EQUITY PARTNERS L.L.C. 401(K) PLAN | PROVIDENCE RI | 104 | $124.6M | $6.6M |
| 8 | CHAN ZUCKERBERG INITIATIVE, LLC CHAN ZUCKERBERG INITIATIVE, LLC RETIREMENT PLAN | REDWOOD CITY CA | 524 | $167.4M | $6.2M |
| 9 | GUSTO (ZENPAYROLL) GUSTO 401(K) PLAN | SAN FRANCISCO CA | 2,695 | $138.5M | $4.7M |
| 10 | E.E. NEWCOMER ENTERPRISES, INC. E.E. NEWCOMER ENTERPRISES, INC. 401(K) RETIREMENT PLAN & TRUST | OLATHE KS | 3,441 | $174.0M | $4.5M |
