Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 506 U.S. retirement plans report holding Fidelity** Fidelity Mid Cap Index in their Schedule of Assets, totaling $547.6M 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 | HONIGMAN LLP HONIGMAN LLP INCOME DEFERRAL AND PROFIT SHARING PLAN | DETROIT MI | 671 | $401.5M | $31.7M |
| 2 | B. D. HOLT COMPANY HOLT COMPANIES RETIREMENT PLAN | SAN ANTONIO TX | 4,849 | $505.0M | $26.8M |
| 3 | PERFICIENT, INC. THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN |
ST. LOUIS MO |
| 2,450 |
| $391.4M |
| $16.5M |
| 4 | APRIO HOLDINGS LLC APRIO EMPLOYEES RETIREMENT PLAN | ATLANTA GA | 1,652 | $218.1M | $14.8M |
| 5 | NATIONAL FUTURES ASSOCIATION NATIONAL FUTURES ASSOCIATION EMPLOYEE RETIREMENT SAVINGS PLAN | CHICAGO IL | 502 | $300.9M | $9.4M |
| 6 | CLARK, SCHAEFER, HACKETT & CO. CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) | DAYTON OH | 540 | $136.4M | $8.9M |
| 7 | ASAHI KASEI AMERICA, INC. ASAHI KASEI 401(K) RETIREMENT PLAN | NOVI MI | 1,324 | $293.6M | $8.7M |
| 8 | VODAFONE US INC VODAFONE US RETIREMENT PLAN | DENVER CO | 148 | $195.5M | $7.2M |
| 9 | FERRARA CANDY COMPANY FERRARA CANDY COMPANY 401(K) PLAN | CHICAGO IL | 2,765 | $217.3M | $6.7M |
| 10 | ENVIRONMENTAL DEFENSE FUND, INC. ENVIRONMENTAL DEFENSE FUND RETIREMENT SAVINGS PLAN | NEW YORK NY | 806 | $165.1M | $6.5M |
