Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Mutual Fund - Fidelity Large Cap Value Index in their Schedule of Assets, totaling $2.2M 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 | HOSPARUS, INC. HOSPARUS INC. 401(K) PLAN | LOUISVILLE KY | 639 | $53.2M | $1.7M |
| 2 | ALLIANT TECHNOLOGIES LLC ALLIANT TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN & TRUST | LOUISVILLE KY | 126 | $13.6M | $448K |
| 3 | EXCEL SERVICES, INC. EXCEL SERVICES 401(K) PLAN |
LOUISVILLE KY |
| 247 |
| $5.1M |
| $19K |