Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity® Large Cap Value Index Mutual funds in their Schedule of Assets, totaling $8.6M 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 | DIGESTIVE HEALTHCARE OF GEORGIA, P.C. DIGESTIVE HEALTHCARE OF GEORGIA, P.C. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 313 | $43.2M | $3.0M |
| 2 | NORTHSTAR FINANCIAL GROUP, INC. NORTHSTAR FINANCIAL GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 249 | $27.1M | $1.4M |
| 3 | THE WHEELING CORPORATION |
BREWSTER CT |
| 407 |
| $42.6M |
| $1.2M |
| 4 | QSI, INC. QSI, INC. 401(K) PROFIT SHARING PLAN | BARDSTOWN KY | 913 | $28.0M | $704K |
| 5 | HAPO COMMUNITY CREDIT UNION HAPO COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | RICHLAND WA | 392 | $56.2M | $395K |
| 6 | GEMINI BAKERY EQUIPMENT COMPANY GEMINI BAKERY EQUIPMENT COMPANY 401(K) PLAN | PHILADELPHIA PA | 124 | $15.0M | $328K |
| 7 | INFUSION UPSTATE NY, INC. INFUSION UPSTATE NY, INC. 401(K) PLAN | DEPEW NY | 200 | $12.5M | $298K |
| 8 | SAN TAN AUTO PARTNERS, LLC SAN TAN FORD 401(K) | GILBERT AZ | 273 | $7.3M | $245K |
| 9 | CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS, INC. SAVINGS PLAN CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS INC SAVINGS PLAN | PATILLAS PR | 195 | $7.7M | $241K |
| 10 | HOUSBY MACK, INC. THE ARCHITECT 401(K)PLAN - HOUSBY MACK, INC | DES MOINES IA | 252 | $12.2M | $199K |
