Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fidelity Mid Cap Idx in their Schedule of Assets, totaling $2.2M 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 | LEGACY COMMUNITY FEDERAL CREDIT UNION LEGACY COMMUNITY FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | BIRMINGHAM AL | 99 | $31.1M | $1.3M |
| 2 | ARKANSAS FEDERAL CREDIT UNION ARKANSAS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LITTLE ROCK AR | 355 | $21.0M | $389K |
| 3 | QUATRRO FPO SOLUTIONS, LLC |
MARIETTA GA |
| 200 |
| $12.6M |
| $157K |
| 4 | POMPEIAN, INC. POMPEIAN, INC. CASH OR DEFERRED PROFIT SHARING PLAN | BALTIMORE MD | 191 | $11.6M | $143K |
| 5 | THE WINSFORD COMPANY, LLC THE WINSFORD COMPANY, LLC 401(K) PLAN | ONTARIO CA | 199 | $8.8M | $94K |
| 6 | CEREBRAL, INC. CEREBRAL INC. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | CLAYMONT DE | 204 | $7.2M | $86K |
| 7 | WOMENCARE, INC. WOMENCARE, INC. 401(K) PLAN | SCOTT DEPOT WV | 284 | $8.4M | $25K |
| 8 | ROCO MANAGEMENT, LLC ROCO MANAGEMENT, LLC 401(K) PLAN | BLOOMFIELD MI | 125 | $2.7M | $4K |
