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 Mutual fund N/A in their Schedule of Assets, totaling $7.5M 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 | AGSTATE UBG 401(K) - AGSTATE SH MATCH | ALBERT CITY IA | 274 | $31.0M | $2.3M |
| 2 | MISSISSIPPI WELDERS SUPPLY CO., INC. MISSISSIPPI WELDERS SUPPLY CO., INC. 401(K) PROFIT SHARING PLAN | WINONA MN | 189 | $16.7M | $1.6M |
| 3 | MERIT BRASS CO. MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST |
CLEVELAND OH |
| 207 |
| $20.5M |
| $1.6M |
| 4 | MID-KANSAS COOPERATIVE ASSOCIATION UBG 401(K) - MKC | MOUNDRIDGE KS | 460 | $16.0M | $776K |
| 5 | MEDICAL REVIEW INSTITUTE OF AMERICA MEDICAL REVIEW INSTITUTE OF AMERICA 401(K) PLAN | SALT LAKE CITY UT | 513 | $24.8M | $506K |
| 6 | LAND VIEW, INC. LAND VIEW, INC. 401(K) PROFIT SHARING PLAN | RUPERT ID | 259 | $21.8M | $304K |
| 7 | AGSTATE UBG 401(K) - AGSTATE | ALBERT CITY IA | 200 | $14.0M | $301K |
| 8 | KEY COOPERATIVE UBG 401(K) - KEY COOP | ROLAND IA | 247 | $30.5M | $40K |
| 9 | ENGLEWOOD MARKETING GROUP, INC. ENGLEWOOD MARKETING GROUP 401(K) PLAN | GREEN BAY WI | 185 | $12.5M | $12K |
