Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Large Cap Value Index Registered investment company in their Schedule of Assets, totaling $21.4M 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 | ROYAL CREDIT UNION ROYAL CREDIT UNION 401(K) PLAN | EAU CLAIRE WI | 835 | $101.3M | $13.2M |
| 2 | GEORGE PETERSEN INSURANCE AGENCY, INC. GEORGE PETERSEN INSURANCE AGENCY, INC. 401(K) PLAN | SANTA ROSA CA | 225 | $34.3M | $3.8M |
| 3 | WILLAMETTE UNIVERSITY WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
SALEM OR |
| 872 |
| $211.9M |
| $1.5M |
| 4 | WEHAH FARM, INC. DBA LUNDBERG FAMILY FARMS WEHAH FARM, INC. 401(K) PROFIT SHARING PLAN | RICHVALE CA | 383 | $27.2M | $1.1M |
| 5 | MITY-LITE, INC. MITYLITE, INC. 401(K) PROFIT SHARING PLAN | OREM UT | 366 | $9.5M | $497K |
| 6 | COLOR-ART PALETTE, INC. COLOR-ART PALETTE, INC. EMPLOYEES PROFIT SHARING PLAN | ST. LOUIS MO | 192 | $26.3M | $296K |
| 7 | PATHWAYS HOME HEALTH AND HOSPICE PATHWAYS HOME HEALTH AND HOSPICE 403(B) PLAN | SUNNYVALE CA | 151 | $22.7M | $295K |
| 8 | SECURTIY NATIONAL FINANCIAL CORPORATION SNFC MORTGAGE COMPANY 401(K) PLAN | MURRAY UT | 557 | $33.4M | $258K |
| 9 | PACIFIC STEEL GROUP PACIFIC STEEL GROUP 401(K) PLAN | SAN DIEGO CA | 348 | $31.1M | $243K |
| 10 | CRITICAL CARE & PULMONARY CONSULTANTS, P.C. CRITICAL CARE & PULMONARY CONSULTANTS, P.C. 401(K) PLAN | GREENWOOD VILLAGE CO | 193 | $22.3M | $192K |
