Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fid Mdcap Indx in their Schedule of Assets, totaling $2.3M 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 | PLANESENSE, INC. PLANESENSE, INC. 401(K) PLAN | PORTSMOUTH NH | 566 | $36.2M | $2.1M |
| 2 | HONAT BANCORP, INC. HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS | HONESDALE PA | 151 | $31.0M | $88K |
| 3 | SUN MOUNTAIN LUMBER COMPANY SUN MOUNTAIN LUMBER COMPANY 401(K) PLAN AND TRUST |
DEER LODGE MT |
| 193 |
| $7.1M |
| $74K |
| 4 | RUBBERLITE, INC. RUBBERLITE, INC. 401(K)PROFIT SHARING RETIREMENT PLAN | HUNTINGTON WV | 152 | $25.3M | $24K |
| 5 | THE WHOLE PERSON INC. 403B THRIFT PLAN FOR THE WHOLE PERSON INC. | KANSAS CITY MO | 138 | $2.3M | $3K |
