Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Empower Trust Company, LLC Fidelity Mid Cap Index in their Schedule of Assets, totaling $7.0M 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 | BOSLEY, INC. ADERANS USA SAVINGS & RETIREMENT PLAN | BEVERLY HILLS CA | 1,120 | $71.9M | $2.5M |
| 2 | DESIGN ELECTRIC, INC. DESIGN ELECTRIC, INC. 401(K) RETIREMENT PLAN | ST. CLOUD MN | 139 | $23.2M | $2.2M |
| 3 | CIM GROUP, L.P. CIM GROUP, L.P. 401K PLAN |
LOS ANGELES CA |
| 1,019 |
| $135.3M |
| $1.6M |
| 4 | GREENWAY FORD, INC. GREENWAY AUTOMOTIVE GROUP 401(K) PLAN | ORLANDO FL | 2,005 | $42.2M | $363K |
| 5 | ENNIS CENTER FOR CHILDREN, INC. 403(B) THRIFT PLAN OF ENNIS CENTER FOR CHILDREN, INC. | FLINT MI | 164 | $3.0M | $120K |
| 6 | FLAT ROCK METAL FLAT ROCK METAL INC 401(K) RETIREMENT SAVINGS PLAN | FLAT ROCK MI | 385 | $30.0M | $113K |
| 7 | DEMMER INVESTMENTS III, INC JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN | CHASKA MN | 173 | $17.8M | $82K |
| 8 | EVIG, LLC BALANCE OF NATURE MEP | ST. GEORGE UT | 455 | $3.2M | $48K |
