Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Funds Fidelity Mid Cap Index Fund in their Schedule of Assets, totaling $2.7M 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 | KARMAK, INC. KARMAK, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CARLINVILLE IL | 233 | $27.8M | $1.3M |
| 2 | TP 2023, LLC TP 2023, LLC RETIREMENT SAVINGS PLAN | CHICAGO IL | 233 | $8.0M | $1.1M |
| 3 | INTEGRITY MANAGEMENT SERVICES, INC. INTEGRITY MANAGEMENT SERVICES, INC. 401(K) PLAN |
ALEXANDRIA VA |
| 98 |
| $10.3M |
| $170K |
| 4 | NEWPORT GROUP, INC. ADVANTAGE POOLED EMPLOYER PLAN AN ARGENT SOLUTION | FOLSOM CA | 486 | $14.8M | $124K |
