Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Fid Mid Cap Idx Mutual Funds in their Schedule of Assets, totaling $30.0M 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 | MOUNTAIN AMERICA FEDERAL CREDIT UNION MOUNTAIN AMERICA FEDERAL CREDIT UNION 401(K) PLAN | SANDY UT | 3,514 | $246.9M | $5.2M |
| 2 | WWL VEHICLE SERVICES AMERICAS, INC. WALLENIUS WILHELMSEN GROUP OF COMPANIES 401(K) PLAN | PARSIPPANY NJ | 3,085 | $228.3M | $4.3M |
| 3 | MARSHALL & STERLING ENTERPRISES, INC. |
POUGHKEEPSIE NY |
| 558 |
| $68.6M |
| $3.4M |
| 4 | VALID MANAGEMENT LLC VALID MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 460 | $85.5M | $2.6M |
| 5 | CYIENT, INC. CYIENT, INC. 401(K) RETIREMENT PLAN | HARTFORD CT | 958 | $89.5M | $2.3M |
| 6 | GRANITE ASSOCIATES, L.P. GRANITE ASSOCIATES 401(K) PLAN | LIBERTY NY | 111 | $34.7M | $2.0M |
| 7 | BUCKLEY ASSOCIATES, INC. BUCKLEY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | HANOVER MA | 158 | $51.4M | $1.8M |
| 8 | HOWARD HANNA SMYTHE CRAMER HANNA HOLDINGS RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 1,023 | $63.1M | $1.4M |
| 9 | MEYER, BORGMAN & JOHNSON, INC. MEYER,BORGMAN & JOHNSON, INC. PROFIT SHARING & 401(K) PLAN | MINNEAPOLIS MN | 107 | $14.6M | $831K |
| 10 | THE REALREAL THE REALREAL 401(K) PLAN | SAN FRANCISCO CA | 4,439 | $60.8M | $810K |
