Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Management & Research Fidelity Large Cap Growth Index Fund in their Schedule of Assets, totaling $22.2M 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 | VELUX AMERICA LLC VELUX AMERICA LLC 401(K) RETIREMENT PLAN | GREENWOOD SC | 907 | $136.0M | $17.0M |
| 2 | ANGEL OAK COMPANIES LP ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | ATLANTA GA | 260 | $28.8M | $2.4M |
| 3 | CARROLL COUNTY BANCSHARES, INC. CARROLL COUNTY BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN (WITH 401(K) PROVISIONS) |
CARROLL IA |
| 173 |
| $36.6M |
| $1.9M |
| 4 | THE COUNTRY CLUB OF VIRGINIA THE COUNTRY CLUB OF VIRGINIA, INC. 401(K) RETIREMENT PLAN | RICHMOND VA | 323 | $29.0M | $810K |
| 5 | SYNERGY FLAVORS INC SYNERGY FLAVORS, INC. 401(K) PROFIT SHARING PLAN | WAUCONDA IL | 374 | $38.5M | $56K |
