Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity FID MID CAP VAL IDX in their Schedule of Assets, totaling $3.1M 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 | 1-800-FLOWERS TEAM SERVICES, INC. 1-800-FLOWERS TEAM SERVICES, INC. PROTOTYPE 401(K) PROFIT-SHARING PLAN | JERICHO NY | 3,845 | $218.4M | $3.1M |
| 2 | RURAL ALASKA COMMUNITY ACTION PROGRAM, INC. RURAL ALASKA COMMUNITY ACTION PROGRAM, INC. RETIREMENT PLAN | ANCHORAGE AK | 363 | $16.3M | $29K |
| 3 | EVERGREEN FORD |
ISSAQUAH WA |
| 131 |
| $6.2M |
| $4K |
| 4 | RUGBY HOLDINGS LLC RUGBY 401(K) PLAN | CONCORD NH | 666 | $33.0M | $1K |
