Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Large Cap Value Index n/a in their Schedule of Assets, totaling $36.2M 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 | DINSDALE FINANCIAL INSTITUTIONS DINSDALE FINANCIAL INSTITUTIONS 401(K) PROFIT SHARING PLAN | CENTRAL CITY NE | 2,073 | $358.4M | $30.0M |
| 2 | BONE & JOINT CLINIC, S.C. BONE & JOINT CLINIC, S.C. 401(K) PLAN | WAUSAU WI | 287 | $44.7M | $4.8M |
| 3 | SILVER STAR CONSTRUCTION COMPANY, INC. |
MOORE OK |
| 203 |
| $9.2M |
| $1.2M |
| 4 | BOB MILLS FURNITURE COMPANY LLC BOB MILLS FURNITURE CO. LLC 401(K) PSP | OKLAHOMA CITY OK | 390 | $12.9M | $107K |
| 5 | HEADWATERS SALONS, LLC HEADWATERS SALONS, LLC 401(K) PLAN | MONTANA CITY MT | 182 | $3.4M | $41K |