Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments FID MID CAP IDX N/R in their Schedule of Assets, totaling $7.1M 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 | SPRINGER NATURE SPRINGER NATURE 401K PLAN | NEW YORK NY | 804 | $225.4M | $3.4M |
| 2 | CUMMING MANAGEMENT GROUP, INC. CUMMING MANAGEMENT GROUP, INC. 401(K) PLAN-II | MURRIETA CA | 1,787 | $159.6M | $2.3M |
| 3 | NORTHLAND ALUMINUM PRODUCTS, INC. NORTHLAND ALUMINUM PRODUCTS, INC. RETIREMENT AND SAVINGS PLAN AND TRUST |
SAINT LOUIS PARK MN |
| 218 |
| $26.3M |
| $1.4M |
| 4 | CORETEK, LLC CORETEK, LLC 401(K) PLAN | FARMINGTON HILLS MI | 154 | $11.3M | $102K |