Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding Fidelity® Large Cap Value Index Fund Mutual Fund in their Schedule of Assets, totaling $61.7M 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 | WERNER ENTERPRISES, INC. WERNER ENTERPRISES, INC. AND SUBSIDIARIES EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | OMAHA NE | 9,919 | $309.6M | $23.6M |
| 2 | BRADY CORPORATION BRADY MATCHED 401(K) PLAN | MILWAUKEE WI | 1,688 | $342.4M | $4.0M |
| 3 | SOUTHERN ENERGY CREDIT UNION |
BIRMINGHAM AL |
| 114 |
| $24.6M |
| $3.8M |
| 4 | FRAZIER & DEETER, LLC FRAZIER & DEETER, LLC 401(K) PLAN | ATLANTA GA | 484 | $95.4M | $3.6M |
| 5 | HINES INTERESTS LIMITED PARTNERSHIP PAY DEFERRAL AND SAVINGS PLAN OF HINES INTERESTS LIMITED PARTNERSHIP | HOUSTON TX | 2,799 | $873.2M | $2.5M |
| 6 | PARK COMMUNITY CREDIT UNION PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | LOUISVILLE KY | 231 | $33.3M | $2.4M |
| 7 | SIMKO SUPPORT CENTER LLC SIMKO SUPPORT CENTER LLC 401(K) PROFIT SHARING PLAN | EAU CLAIRE WI | 408 | $20.3M | $2.0M |
| 8 | ETHOS GROUP, INC. ETHOS GROUP 401(K) PLAN | IRVING TX | 650 | $59.1M | $1.6M |
| 9 | C.W. DRIVER CONTRACTORS C.W. DRIVER CONTRACTORS 401(K) PROFIT SHARING PLAN | PASADENA CA | 328 | $84.9M | $1.4M |
| 10 | TKL RESEARCH INC. THE TKL PROFIT SHARING & 401K SAVINGS PLAN | FAIR LAWN NJ | 124 | $18.2M | $1.4M |
