Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Fidelity Mid Cap Value Index in their Schedule of Assets, totaling $26.3M 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 | PHI GROUP, INC. PHI GROUP, INC. 401(K) RETIREMENT PLAN | LAFAYETTE LA | 2,040 | $426.9M | $20.2M |
| 2 | MONTEFIORE NYACK HOSPITAL MONTEFIORE NYACK HOSPITAL 403(B) PLAN | NYACK NY | 878 | $75.1M | $2.6M |
| 3 | NYACK HOSPITAL NYACK HOSPITAL RETIREMENT SAVINGS PLAN |
NYACK NY |
| 831 |
| $98.0M |
| $1.8M |
| 4 | GUARANTEED SUPPLY COMPANY GUARANTEED SUPPLY COMPANY EMPLOYEES SAVINGS PLUS AND PROFIT SHARING PLAN | GREENSBORO NC | 198 | $25.7M | $451K |
| 5 | LEGAL AID CHICAGO LEGAL AID CHICAGO EMPLOYEE CONTRIBUTION PLAN | CHICAGO IL | 228 | $18.0M | $417K |
| 6 | POINTS OF LIGHT FOUNDATION POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN | ATLANTA GA | 66 | $14.8M | $358K |
| 7 | HIGHLAND MEDICAL PC HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN | NYACK NY | 225 | $26.1M | $212K |
| 8 | OSTHOFF MANAGEMENT COMPANY THE OSTHOFF RESORT SAVINGS PLAN | ELKHART LAKE WI | 269 | $4.3M | $127K |
| 9 | QUANTUM FUEL SYSTEMS LLC QUANTUM 401(K) PLAN | LAKE FOREST CA | 155 | $19.8M | $82K |
| 10 | RBC DEVELOPMENT, LLC RBC DEVELOPMENT, LLC SAFE HARBOR 401(K) PLAN | LENEXA KS | 90 | $8.3M | $10K |
