Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fid Mid Cap Index Mutual fund in their Schedule of Assets, totaling $9.5M 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 | LIFECORE BIOMEDICAL INC. LIFECORE BIOMEDICAL 401K PLAN | CHASKA MN | 443 | $81.7M | $2.5M |
| 2 | HERITAGE PLASTICS, INC. HERITAGE PLASTICS, INC. 401(K) PLAN | PICAYUNE MS | 273 | $36.7M | $1.6M |
| 3 | NATIONAL JEWISH HEALTH 403 (B) RETIREMENT PLAN |
DENVER CO |
| 2,379 |
| $355.9M |
| $1.2M |
| 4 | KAMIN LLC KAMIN LLC EMPLOYEE SAVINGS PLAN | MACON GA | 719 | $85.8M | $1.1M |
| 5 | CONN-SELMER, INC. CONN-SELMER 401(K) & PROFIT SHARING PLAN | ELKHART IN | 590 | $43.3M | $731K |
| 6 | ZWIFT, INC. ZWIFT, INC. 401(K) PLAN | LONG BEACH CA | 204 | $29.9M | $422K |
| 7 | SOUTHWEST STAGE FUNDING, LLC DBA CASCADE FINANCIAL SERVICES CASCADE FINANCIAL SERVICES 401(K) PLAN | CHANDLER AZ | 278 | $11.6M | $364K |
| 8 | INTEGRIS, LLC INTEGRIS, LLC 401(K) PLAN | CRANBURY NJ | 575 | $30.4M | $332K |
| 9 | NXTSOFT, LLC NXTSOFT, LLC 401(K) PLAN | BIRMINGHAM AL | 79 | $5.3M | $246K |
| 10 | S. R. BRAY LLC POWER PLUS 401(K) PLAN | ANAHEIM CA | 586 | $31.8M | $212K |
