Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Federated Mid-Cap Index Fund in their Schedule of Assets, totaling $8.3M 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 | ANESTHESIA PRACTICE CONSULTANTS, P.C. ANESTHESIA PRACTICE CONSULTANTS, P.C. SAVINGS AND RETIREMENT PLAN | GRAND RAPIDS MI | 272 | $188.0M | $4.6M |
| 2 | SFH, INC. SFH, INC. 401(K) RETIREMENT PLAN | FARGO ND | 287 | $20.3M | $900K |
| 3 | THE CATON COMPANIES THE CATON COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN |
CHARLOTTESVILLE VA |
| 324 |
| $29.8M |
| $778K |
| 4 | SIMULSTAT, INC. SIMULSTAT, INC. 401(K) PROFIT SHARING PLAN & TRUST | SOLANA BEACH CA | 79 | $17.0M | $679K |
| 5 | MANAGEMENT SERVICES CORPORATION THE CATON COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHARLOTTESVILLE VA | 317 | $20.8M | $527K |
| 6 | HIGH FALLS OPERATING COMPANY, LLC HIGH FALLS OPERATING CO. LLC HOURLY EMPLOYEES 401(K) PLAN | ROCHESTER NY | 322 | $16.1M | $513K |
| 7 | NDI ENGINEERING COMPANY NDI ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN | THOROFARE NJ | 251 | $24.7M | $327K |
