Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 42 retirement plans report an interest in this investment, totaling $12.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Fidelity MID CAP IDX FD, Fidelity MID CAP IDX. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN COMPLIANCE SERVICES, INC. SECURE CHOICE POOLED EMPLOYER PLAN | CLEARWATER FL | 1,360 | — | $6.7M |
| 2 | NELSON BROTHERS, INC. NELSON BROTHERS, INC. EMPLOYEE CAPITAL ACCUMULATION 401(K) PLAN | BIRMINGHAM AL | 489 | $54.8M | $1.7M |
| 3 | ALPINE SG LLC ALPINE SG LLC, 401(K) PLAN | WALNUT CREEK CA | 960 | $82.2M | $1.6M |
| 4 | OLYMPUS HOLDINGS, LLC OLYMPUS HOLDINGS, LLC & AFFILIATES 401(K) PLAN | MORRISTOWN NJ | 139 | $31.6M | $847K |
| 5 | PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER FL | 3,880 | $76.5M | $675K |
| 6 | THE INNOVATION INSTITUTE, LLC THE INNOVATION INSTITUTE, LLC 401(K) PROFIT SHARING PLAN | BREA CA | 126 | $24.6M | $634K |
| 7 | NEIS, INC. NEIS, INC. 401(K) PLAN | CHESHIRE CT | 0 | $0 | $345K |
| 8 | LASER ELECTRIC, INC. LASER ELECTRIC, INC. 401(K) PLAN | ESCONDIDO CA | 149 | $12.2M | $339K |
| 9 | QUINTES ADMINISTRATIVE AND INSURANCE SERVICES, INC. QUINTES 401(K) POOLED EMPLOYER PLAN | WATSONVILLE CA | 914 | $33.9M | $324K |
| 10 | PRIMARY CARE PROVIDERS FOR A HEALTHY FEL PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403 | CLINTON LA | 214 | $6.8M | $312K |
