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 Mutual Fund in their Schedule of Assets, totaling $51.4M 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 | HO-CHUNK NATION HO-CHUNK NATION 401(K) PLAN & TRUST | BLACK RIVER FALLS WI | 2,392 | $85.6M | $8.1M |
| 2 | SOCIETE GENERALE (NEW YORK) SOCIETE GENERALE SAVINGS AND INVESTMENT/RETIREMENT PLAN | NEW YORK NY | 2,211 | $1.1B | $8.0M |
| 3 | WILLDAN GROUP, INC. WILLDAN GROUP, INC 401(K) PLAN |
ANAHEIM CA |
| 1,757 |
| $148.8M |
| $5.8M |
| 4 | BLACK RIVER HEALTH, INC. BLACK RIVER MEMORIAL HOSPITAL RETIREMENT SAVINGS PLAN | BLACK RIVER FALLS WI | 310 | $37.8M | $4.0M |
| 5 | UNITED SUGARS CORPORATION RETIREMENT PLAN A FOR EMPLOYEES OF UNITED SUGARS CORPORATION | EDINA MN | 26 | $32.7M | $3.5M |
| 6 | GEMINI GROUP, INC. GEMINI GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 1,117 | $119.9M | $2.5M |
| 7 | OAKLEAF SURGICAL HOSPITAL LLC OAKLEAF SURGICAL HOSPITAL LLC PROFIT SHARING PLAN | ALTOONA WI | 399 | $24.6M | $2.3M |
| 8 | THOUGHT LOGIC CONSULTING, LLC THOUGHT LOGIC 401(K) PLAN | ATLANTA GA | 127 | $18.3M | $1.8M |
| 9 | KOVALUS SEPARATION SOLUTIONS, LLC KOVALUS 401(K) SAVINGS PLAN | WILMINGTON MA | 444 | $55.9M | $1.4M |
| 10 | SECURITY FINANCIAL BANK SECURITY FINANCIAL BANK 401(K) SAVINGS PLAN | EAU CLAIRE WI | 130 | $13.5M | $1.1M |
