Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Personal Trust Company Fidelity LargeCap Value Idx in their Schedule of Assets, totaling $1.1M 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 | PHOENIX MANAGEMENT, INC. PHOENIX 401(K) PLAN | CEDAR PARK TX | 350 | $14.7M | $1.1M |
