Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Fidelity Mid Cap Value Index Fund in their Schedule of Assets, totaling $3.5M 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 | ROIVANT SCIENCES, INC. ROIVANT SCIENCES, INC. 401(K) PLAN | NEW YORK NY | 783 | $115.4M | $859K |
| 2 | THE FINIT GROUP LLC DBA FINIT SOLUTIONS FINIT 401(K) | CINCINNATI OH | 167 | $38.1M | $738K |
| 3 | HARDWOODS SPECIALTY PRODUCTS US LP A DELAWARE LIMITED PARTNERSHIP HARDWOODS SPECIALTY PRODUCTS 401(K) RETIREMENT SAVINGS PLAN |
| — |
| 564 |
| $35.8M |
| $698K |
| 4 | J.L. CARR ENTERPRISES, INC. J.L. CARR ENTERPRISES, INC. 401(K) RETIREMENT PLAN | HOUSTON TX | 229 | $17.1M | $386K |
| 5 | LODGEWORKS PAYROLL, LLC THE LODGEWORKS 401(K) PLAN | WICHITA KS | 845 | $21.2M | $162K |
| 6 | DREAMLINER LUXURY COACHES, LLC DREAMLINER LUXURY COACHES 401(K) PLAN | WHITES CREEK TN | 388 | $3.5M | $148K |
| 7 | DSCOUT, INC. DSCOUT, INC. 401(K) PLAN | CHICAGO IL | 185 | $14.8M | $144K |
| 8 | CFG HEALTH SYSTEMS, L.L.C. C.F.G. HEALTH 401(K) PLAN | MOUNT LAUREL NJ | 726 | $13.1M | $141K |
| 9 | CLEAR STREET MANAGEMENT LLC CLEAR STREET 401(K) PLAN | NEW YORK NY | 537 | $45.3M | $87K |
| 10 | SUN AIR JETS, LLC SUN AIR JETS 401(K) PLAN | CAMARILLO CA | 105 | $7.4M | $68K |
