Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Fidelity Fidelity Mid-Cap Index in their Schedule of Assets, totaling $24.6M 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 | WATLOW ELECTRIC MANUFACTURING COMPANY WATLOW GROUP 401(K) PLAN | ST. LOUIS MO | 1,431 | $298.2M | $6.4M |
| 2 | ALLSOUTH FEDERAL CREDIT UNION ALLSOUTH FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | COLUMBIA SC | 249 | $101.2M | $4.3M |
| 3 | TRIHYDRO CORPORATION TRIHYDRO CORPORATION 401(K) PLAN |
LARAMIE WY |
| 599 |
| $102.8M |
| $4.2M |
| 4 | CHATTANOOGA ORTHOPAEDIC GROUP P.C. CHATTANOOGA ORTHOPAEDIC GROUP, P.C. 401(K) PROFIT SHARING PLAN | CHATTANOOGA TN | 419 | $51.8M | $1.8M |
| 5 | SUMMIT CREDIT UNION SUMMIT CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | GREENSBORO NC | 96 | $8.0M | $1.2M |
| 6 | CAIRE, INC. CAIRE, INC. 401(K) PLAN | BALL GROUND GA | 432 | $41.1M | $780K |
| 7 | CHARLOTTE LATIN SCHOOLS, INC. CHARLOTTE LATIN SCHOOLS, INC. RETIREMENT INCOME PLAN | CHARLOTTE NC | 399 | $59.6M | $735K |
| 8 | SEASPINE HOLDINGS CORPORATION SEASPINE HOLDINGS CORPORATION 401(K) TRUST | CARLSBAD CA | 500 | $42.9M | $700K |
| 9 | HESSE INDUSTRIAL SALES, INC. HESSE INDUSTRIAL SALES, INC. PROFIT SHARING 401(K) PLAN | ORCHARD PARK NY | 116 | $10.3M | $627K |
| 10 | JSERRA CATHOLIC HIGH SCHOOL JSERRA CATHOLIC HIGH SCHOOL 401(K) SAVINGS PLAN | SAN JUAN CAPISTRANO CA | 212 | $8.8M | $622K |
