Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fid Mid Cap Idx Mutual fund n/a in their Schedule of Assets, totaling $25.9M 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 | AGILITI HEALTH, INC. AGILITI 401(K) | EDEN PRAIRIE MN | 6,179 | $302.3M | $15.0M |
| 2 | CLEARWATER ANALYTICS, LLC CLEARWATER ANALYTICS 401K PLAN | BOISE ID | 1,044 | $114.8M | $4.0M |
| 3 | C.R. ENGLAND, INC. C. R. ENGLAND, INC. PROFIT SHARING |
| 6,763 |
| $120.9M |
| $1.3M |
| 4 | DENVER DUMB FRIENDS LEAGUE DENVER DUMB FRIENDS LEAGUE PROFIT SHARING PLAN | DENVER CO | 307 | $12.7M | $584K |
| 5 | ASPHALT AND FUEL TRANSPORT, LLC ASPHALT AND FUEL TRANSPORT LLC 401(K) PROFIT SHARING PLAN & TRUST | TULSA OK | 152 | $12.9M | $551K |
| 6 | CIVICA, INC. CIVICA, INC. RETIREMENT SAVINGS PLAN | LEHI UT | 262 | $13.6M | $513K |
| 7 | NEXTWORLD, LLC NEXTWORLD 401(K) PLAN | GREENWOOD VILLAGE CO | 364 | $49.1M | $479K |
| 8 | A G EQUIPMENT COMPANY A G EQUIPMENT COMPANY INCOME GROWTH PLAN | BROKEN ARROW OK | 411 | $52.4M | $476K |
| 9 | EXCITE CREDIT UNION EXCITE CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | SAN JOSE CA | 115 | $18.3M | $454K |
| 10 | INW MANUFACTURING, LLC INW MANUFACTURING 401(K) PLAN | FARMINGTON UT | 1,515 | $33.7M | $453K |
