Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity Midcap Idx in their Schedule of Assets, totaling $2.6M 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 | WESTERN DIESEL SERVICES INC. WESTERN DIESEL SERVICES INC. DBA CK POWER RETIREMENT PLAN AND 401K SAVINGS PLAN | ST. LOUIS MO | 402 | $26.6M | $2.0M |
| 2 | OURISMAN CHEVROLET CO. INC. OURISMAN COMPANIES 401K PLAN | MARLOW HEIGHTS MD | 741 | $27.0M | $397K |
| 3 | KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICES |
HONOLULU HI |
| 283 |
| $19.1M |
| $82K |
| 4 | COHEN-ESREY LLC COHEN-ESREY LLC 401K PLAN | MERRIAM KS | 244 | $4.9M | $76K |
| 5 | STAFF FORCE, INC. STAFF FORCE, INC. 401(K) RETIREMENT PLAN | KATY TX | 142 | $3.3M | $35K |
