Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fidelity Fidelity Mid Cap Growth Index - in their Schedule of Assets, totaling $34.4M 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 | PHI GROUP, INC. PHI GROUP, INC. 401(K) RETIREMENT PLAN | LAFAYETTE LA | 2,040 | $426.9M | $24.8M |
| 2 | EYE SURGEONS OF RICHMOND, INC. EYE SURGEONS OF RICHMOND, INC. PROFIT SHARING PLAN & TRUST | RICHMOND VA | 335 | $68.8M | $2.9M |
| 3 | FREEMAN HEALTH SYSTEM FREEMAN EMPLOYEE SAVINGS PLAN |
JOPLIN MO |
| 4,778 |
| $213.3M |
| $2.3M |
| 4 | COMMONWEALTH PRIMARY CARE, INC. COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | RICHMOND VA | 211 | $41.7M | $1.7M |
| 5 | FREEMAN HEALTH SYSTEM FREEMAN RETIREMENT PLAN | JOPLIN MO | 4,631 | $119.6M | $764K |
| 6 | POINTS OF LIGHT FOUNDATION POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN | ATLANTA GA | 66 | $14.8M | $556K |
| 7 | CHAMPION CHEVROLET CHAMPION CHEVROLET 401(K) SALARY SAVINGS PLAN | RENO NV | 108 | $10.7M | $296K |
| 8 | RBC DEVELOPMENT, LLC RBC DEVELOPMENT, LLC SAFE HARBOR 401(K) PLAN | LENEXA KS | 90 | $8.3M | $226K |
| 9 | BLUE RIDGE HOSPICE, INC. BLUE RIDGE HOSPICE RETIREMENT SAVINGS PLAN | WINCHESTER VA | 389 | $8.9M | $218K |
| 10 | FIRST INTERNATIONAL BANK & TRUST FIRST INTERNATIONAL BANK & TRUST 401(K) PROFIT SHARING PLAN | WATFORD CITY ND | 616 | $98.4M | $217K |
