Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Mid Cap Index Instl in their Schedule of Assets, totaling $3.4M 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 | NEIGHBORS FEDERAL CREDIT UNION NEIGHBORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BATON ROUGE LA | 217 | $20.3M | $1.5M |
| 2 | NEIGHBORS FEDERAL CREDIT UNION NEIGHBORS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | BATON ROUGE LA | 190 | $67.8M | $874K |
| 3 | SUPER RADIATOR COILS LIMITED PARTNERSHIP |
CHASKA MN |
| 553 |
| $54.1M |
| $741K |
| 4 | MRS. GERRY'S KITCHEN, LLC MRS. GERRY'S KITCHEN, LLC 401(K) PROFIT SHARING RETIREMENT PLAN | ALBERT LEA MN | 217 | $26.2M | $299K |
