Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Fidelity® Mid Cap Index Instl Prem # in their Schedule of Assets, totaling $28.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GLOBAL FEDERAL CREDIT UNION GLOBAL DEFINED BENEFIT RETIREMENT PLAN | ANCHORAGE AK | 114 | $181.8M | $9.5M |
| 2 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $5.1M |
| 3 | ALTRA FEDERAL CREDIT UNION |
ONALASKA WI |
| 498 |
| $73.1M |
| $3.3M |
| 4 | POTLACH NO. 1 FINANCIAL CREDIT UNION P1FCU 401(K) PLAN AND TRUST | LEWISTON ID | 430 | $29.6M | $3.1M |
| 5 | THE POLICE CREDIT UNION OF CALIFORNIA THE POLICE CREDIT UNION 401(K) PLAN & TRUST | SAN BRUNO CA | 137 | $34.5M | $2.9M |
| 6 | FIRST FINANCIAL CREDIT UNION FIRST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST | ALBUQUERQUE NM | 270 | $28.9M | $1.1M |
| 7 | KINETIC CREDIT UNION KINETIC CREDIT UNION 401(K) PLAN AND TRUST | COLUMBUS GA | 127 | $21.2M | $771K |
| 8 | UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH UNIVERSITY CLINICAL HEALTH EMPLOYER CONTRIBUTION PLAN | MEMPHIS TN | 449 | $34.5M | $670K |
| 9 | PHOENIX HOUSE FOUNDATION INC. THE PHOENIX HOUSE FOUNDATION INC TAX DEFERRED ANNUITY RETIREMENT PLAN | LONG ISLAND NY | 335 | $21.8M | $465K |
| 10 | UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH UNIVERSITY CLINICAL HEALTH 403(B) PLAN | MEMPHIS TN | 489 | $14.8M | $452K |
