Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management Trust Company FID LG CAP VAL IDX - in their Schedule of Assets, totaling $1.9M 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 | SAN ANTONIO WINERY, INC. SAN ANTONIO WINERY, INC. 401(K) PLAN | LOS ANGELES CA | 424 | $34.3M | $1.3M |
| 2 | STG FAMILY OF COMPANIES, LLC STG FAMILY OF COMPANIES, LLC 401(K) PROFIT SHARING PLAN | COLUMBIANA OH | 156 | $2.6M | $301K |
| 3 | KWPH ENTERPRISES DBA AMERICAN AMBULANCE |
FRESNO CA |
| 910 |
| $40.6M |
| $198K |
| 4 | RIO FARMS , LLC RIO GILL 401(K) PLAN & TRUST | OXNARD CA | 801 | $17.3M | $80K |
