Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 90 U.S. retirement plans report holding Fidelity Large-Cap Value Index in their Schedule of Assets, totaling $102.8M 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 | SUNTORY GLOBAL SPIRITS, INC. SUNTORY GLOBAL SPIRITS RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,967 | $631.2M | $17.3M |
| 2 | BREWER SCIENCE, INC. BREWER SCIENCE, INC. 401(K) PLAN | ROLLA MO | 395 | $73.5M | $12.6M |
| 3 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP PROFIT SHARING PLAN | SAN FRANCISCO CA | 252 | $178.0M | $9.3M |
| 4 | SUMMIT DENTAL MANAGEMENT, S.C. SUMMIT DENTAL CONSULTING 401(K) PROFIT SHARING PLAN | EAU CLAIRE WI | 543 | $63.0M | $8.0M |
| 5 | COMMUNITY FIRST CREDIT UNION COMMUNITY FIRST CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | APPLETON WI | 474 | $97.9M | $7.8M |
| 6 | EXCEL ENGINEERING, INC. EXCEL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN | FOND DU LAC WI | 327 | $80.5M | $6.5M |
| 7 | ARKANSAS UROLOGY ASSOCIATES, P.A. ARKANSAS UROLOGY, P.A. PROFIT SHARING PLAN AND 401(K) PLAN | LITTLE ROCK AR | 197 | $27.8M | $5.7M |
| 8 | COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. 401(K) PLAN | WEST VALLEY CITY UT | 178 | $32.2M | $3.3M |
| 9 | HYDRO ALUMINUM METALS USA,LLC HYDRO ALUMINUM METALS USA SAVINGS PLAN | ROSEMONT IL | 235 | $45.9M | $3.2M |
| 10 | BEST WESTERN INTERNATIONAL, INC. BEST WESTERN INTERNATIONAL, INC. 401(K) INVESTMENT PLAN | PHOENIX AZ | 1,388 | $201.4M | $2.7M |