Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Lg Cap Val Idx in their Schedule of Assets, totaling $71.6M 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 | QBE HOLDINGS, INC. QBE 401(K) SAVINGS PLAN | SUN PRAIRIE WI | 2,519 | $792.0M | $71.3M |
| 2 | S & S FIRESTONE, INC. S & S FIRESTONE, INC. 401(K) RETIREMENT PLAN | LEXINGTON KY | 652 | $17.0M | $231K |
| 3 | SAFEGUARD US HOLDCO INC. SAFEGUARD US HOLDCO INC. RETIREMENT PLAN |
HUNTERSVILLE NC |
| 167 |
| $5.8M |
| $28K |
