Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding FID MID CAP VAL IDX in their Schedule of Assets, totaling $1.6M 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 | KVH INDUSTRIES, INC. KVH INDUSTRIES, INC. 401(K) PLAN | MIDDLETOWN RI | 105 | $40.6M | $423K |
| 2 | AGIO INC AGIO, INC. 401(K) PLAN | NORMAN OK | 140 | $11.8M | $375K |
| 3 | EPIC PHARMA, LLC EPIC PHARMA LLC 401(K) PLAN | LAURELTON NY |
| 127 |
| $16.1M |
| $352K |
| 4 | STOVA GROUP, LLC STOVA GROUP, LLC 401(K) PROFIT SHARING & TRUST | BLUFFDALE UT | 116 | $12.5M | $193K |
| 5 | MID-STATE MACHINE AND FABRICATIN MID-STATE MACHINE AND FABRICATING CORP. 401(K) PLAN | LAKELAND FL | 941 | $15.6M | $57K |
| 6 | OPERATION HOPE, INC. OPERATION HOPE 401(K) PLAN | ATLANTA GA | 350 | $8.8M | $51K |
| 7 | JULIA DYCKMAN ANDRUS MEMORIAL JULIA DYCKMAN ANDRUS MEMORIAL, INC. 401(K) RETIREMENT PLAN | YONKERS NY | 358 | $14.3M | $47K |
| 8 | A. J. LETIZIO SALES & MARKETING, INC. A. J. LETIZIO SALES & MARKETING, INC. 401(K) PLAN | WINDHAM NH | 128 | $16.8M | $31K |
| 9 | FACTORY DIRECT ENTERPRISES LLC FACTORY DIRECT FURNITURE 401(K) PLAN | EDISON NJ | 368 | $10.1M | $27K |
| 10 | BARSTOOL SPORTS INC. BARSTOOL SPORTS 401(K) PLAN | NEW YORK NY | 367 | $20.2M | $25K |
