Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 155 U.S. retirement plans report holding Fid Mid Cap Idx in their Schedule of Assets, totaling $328.9M 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 | WEC ENERGY GROUP, INC. WEC ENERGY GROUP MASTER TRUST | MILWAUKEE WI | — | $3.6B | $125.7M |
| 2 | A. O. SMITH CORPORATION A. O. SMITH CORPORATION MASTER TRUST | MILWAUKEE WI | — | $595.1M | $26.4M |
| 3 | FREEMAN DECORATING CO. FREEMAN 401(K) PLAN |
| 5,797 |
| $686.4M |
| $26.2M |
| 4 | CANCER TREATMENT CENTERS OF AMERICA GLOBAL, INC. CTCA 401(K) SAVINGS AND RETIREMENT PLAN | SCHAUMBURG IL | 3,721 | $445.1M | $17.5M |
| 5 | THYSSENKRUPP NORTH AMERICA, LLC THYSSENKRUPP 401(K) PLAN NORTH AMERICA | BEAVERTON OR | 2,545 | $384.0M | $11.3M |
| 6 | A.L.M. HOLDING COMPANY SECURITY RETIREMENT PLAN | ONALASKA WI | 866 | $327.7M | $9.3M |
| 7 | SAMSARA INC. SAMSARA 401(K) PLAN | SAN FRANCISCO CA | 2,550 | $240.1M | $8.2M |
| 8 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN HOAG SHELTERED SAVINGS PLAN | NEWPORT BEACH CA | 9,204 | $1.3B | $7.7M |
| 9 | GLACIER BANCORP, INC. GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN | KALISPELL MT | 3,535 | $537.9M | $5.9M |
| 10 | CANACCORD GENUITY LLC CANACCORD GENUITY LLC 401(K) PLAN | NY NY | 377 | $110.5M | $5.1M |