Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Large Cap Value Index Fund Mutual funds in their Schedule of Assets, totaling $1.8M 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 | FIDUCIARY WISE, LLC PREFERRED EMPLOYER PLAN II | GILBERT AZ | 1,513 | $75.8M | $582K |
| 2 | AMERICAN HEALTHCARE OPPS HOLDINGS, LLC AMERICAN HEALTHCARE 401(K) PROFIT SHARING PLAN | IRVINE CA | 115 | $20.1M | $527K |
| 3 | THE WINTER CONSTRUCTION THE WINTER CONSTRUCTION COMPANY 401(K) RETIREMENT SAVINGS |
ATLANTA GA |
| 216 |
| $28.9M |
| $218K |
| 4 | STACK CONSTRUCTION TECHNOLOGIES INC STACK CONSTRUCTION TECHNOLOGIES 401(K) PLAN | BLUE ASH OH | 95 | $4.9M | $166K |
| 5 | SPEAR PHYSICAL THERAPY PLLC SPEAR PHYSICAL THERAPY PLLC 401(K) PLAN | NEW YORK NY | 889 | $15.3M | $85K |
| 6 | MOREAU CATHOLIC HIGH SCHOOL MOREAU CATHOLIC HIGH SCHOOL 401(K) PROFIT SHARING PLAN & TRUST | HAYWARD CA | 108 | $16.4M | $76K |
| 7 | ENTISYS SOLUTIONS, INC. ENTISYS SOLUTIONS, INC. 401(K) PLAN | CONCORD CA | 216 | $25.8M | $70K |
| 8 | THE WINTER GROUP OF COMPANIES THE WINTER GROUP OF COMPANIES 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 187 | $21.8M | $69K |
| 9 | WINDSOR FASHIONS, INC. WINDSOR FASHIONS 401(K) SAVINGS PLAN | SANTA FE SPRINGS CA | 974 | $14.8M | $2K |
