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 IDX in their Schedule of Assets, totaling $8.0M 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 | STERLING CAPITAL MANAGEMENT LLC STERLING CAPITAL 401(K) SAVINGS PLAN | CHARLOTTE NC | 215 | $92.8M | $7.9M |
| 2 | OPENTRONS LABWORKS INC. OPENTRONS LABWORKS 401(K) PLAN | WEST LONG ISLAND CITY NY | 190 | $15.7M | $154K |