Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Fidelity Mid-Cap Index Fd in their Schedule of Assets, totaling $4.1M 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 | METROPOLITAN SECURITY SERVICES, INC DBA WALDEN SECURITY WALDEN SECURITY FEDERAL SERVICES RETIREMENT PLAN | CHATTANOOGA TN | 5,608 | $202.5M | $1.8M |
| 2 | CLEVELAND RESEARCH COMPANY, LLC CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN | CLEVELAND OH | 124 | $28.8M | $683K |
| 3 | SIEBERT WILLIAMS SHANK & CO., LLC |
NEW YORK CITY NY |
| 146 |
| $57.5M |
| $488K |
| 4 | ASSOCIATED STUDENTS OF CALIFORNIA STATE UNIVERSITY, SACRAMENTO ASSOCIATED STUDENTS, INC. OF CSU SACRAMENTO RETIREMENT PLAN | SACRAMENTO CA | 66 | $9.5M | $388K |
| 5 | MIAMI VALLEY GAMING & RACING, LLC. MIAMI VALLEY GAMING 401(K) PLAN | LEBANON OH | 340 | $8.8M | $176K |
| 6 | VERITAS MANAGEMENT GROUP, LLC CENTER 401(K) PLAN | COLORADO SPRINGS CO | 2,414 | $20.5M | $140K |
| 7 | ALLERVIE AND CLINICAL HOLDINGS, LLC ALLERGY AND CLINICAL HOLDINGS, LLC 401(K) PLAN | FRISCO TX | 412 | $17.0M | $129K |
| 8 | PMC COMMERCIAL INTERIORS, INC. PMC, INC. 401(K) PLAN | RALEIGH NC | 166 | $11.8M | $82K |
| 9 | FIRST STOP HOLDINGS, LLC FIRST STOP HOLDINGS, LLC 401(K) PLAN | CHICAGO IL | 194 | $6.7M | $56K |
| 10 | PIPER ELECTRIC CO., INC. PIPER ELECTRIC CO., INC. 401(K) PLAN | ARVADA CO | 109 | $5.9M | $39K |
