Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding FIDELITY FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $13.4M 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 | MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY EMPLOYEES PENSION PLAN | BELLEFONTAINE OH | 581 | $79.2M | $2.6M |
| 2 | EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE CA | 313 | $121.3M | $2.2M |
| 3 | MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY |
BELLEFONTAINE OH |
| 731 |
| $37.6M |
| $1.6M |
| 4 | EGIS BLN USA INC. EGIS BLN USA INC. PROFIT SHARING PLAN | INDIANAPOLIS IN | 202 | $37.7M | $825K |
| 5 | NATIONAL VAN LINES INC. NATIONAL VAN LINES INC. 401K PLAN | BROADVIEW IL | 169 | $16.1M | $785K |
| 6 | HANSEN-RICE INC. HANSEN-RICE INC. 401K PROFIT SHARING PLAN | NAMPA ID | 89 | $14.5M | $540K |
| 7 | BONE AND JOINT INSTITUTE OF TENNESSEE INC. BONE AND JOINT INSTITUTE OF TENNESSEE 403B PLAN | FRANKLIN TN | 298 | $9.1M | $515K |
| 8 | ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT INC. ASCM 401K PLAN | CHICAGO IL | 98 | $17.3M | $467K |
| 9 | HAROLD A. STEUBER ENTERPRISES INC. HAROLD A. STEUBER ENTERPRISES INC. 401K PROFIT SHARING PLAN | SAN LEANDRO CA | 129 | $16.1M | $315K |
| 10 | GUARDIAN ANGELS HEALTH SERVICES INC. GUARDIAN ANGELS 403B RETIREMENT PLAN | ELK RIVER MN | 573 | $9.6M | $313K |
