Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fid Mid Cap Value Mutual Fund in their Schedule of Assets, totaling $1.9M 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 | GEORGIA UROLOGY, P.A. GEORGIA UROLOGY, P.A. 401(K) SAVINGS PLAN | MCDONOUGH GA | 584 | $54.4M | $1.3M |
| 2 | FOSTER LLP FOSTER LLP 401(K) PLAN | HOUSTON TX | 110 | $21.7M | $328K |
| 3 | S2 ANALYTICAL SOLUTIONS, LLC S2 ANALYTICAL SOLUTIONS, LLC 401(K) AND PS PLAN |
HERNDON VA |
| 226 |
| $21.0M |
| $111K |
| 4 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $68K |
| 5 | LONGY SCHOOL OF MUSIC OF BARD COLLEGE LONGY SCHOOL OF MUSIC DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE MA | 92 | $10.9M | $67K |
| 6 | SUZANNA'S KITCHEN, INC. SUZANNA'S KITCHEN, INC. 401(K) AND PROFIT SHARING PLAN | PEACHTREE CORNERS GA | 310 | $14.6M | $41K |
| 7 | THE RASHI SCHOOL, INC. RASHI SCHOOL RETIREMENT PLAN | DEDHAM MA | 97 | $6.6M | $21K |
| 8 | SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 156 | $51.1M | $19K |
| 9 | WALNUT HILL SCHOOL WALNUT HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NATICK MA | 92 | $19.2M | $13K |
| 10 | HOME OF GUIDING HANDS THE HOME OF GUIDING HANDS 403(B) PLAN | EL CAJON CA | 245 | $5.9M | $6K |
