Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Large Cap Value Enhanced Index Registered Investment Company in their Schedule of Assets, totaling $18K 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 | ROOTS MANAGEMENT GROUP, LLC ROOTS MANAGEMENT GROUP 401(K) PLAN | GILBERT AZ | 614 | $1.1M | $16K |
| 2 | THG REALTY LLC TREEHOUSE COMMUNITIES 401(K) PLAN | GILBERT AZ | 340 | $667K | $3K |
