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 VAL IDX in their Schedule of Assets, totaling $1.3M 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 | CASH FLOW MANAGEMENT, LLC DBA KINECTIVE KINECTIVE 401K PLAN | GILBERT AZ | 300 | $25.3M | $1.2M |
| 2 | CHARLES N WHITE CONSTRUCTION CO WHITE CONSTRUCTION COMPANY 401-K PLAN | RIDGELAND MS | 128 | $17.5M | $70K |
| 3 | LUXIUM SOLUTIONS, LLC LUXIUM SOLUTIONS, LLC 401(K) PLAN |
HIRAM OH |
| 346 |
| $25.9M |
| $16K |
| 4 | PACIFIC BEST INC. PACIFIC BEST INC. EMPLOYEE RETIREMENT BENEFIT PLAN | AZUSA CA | 94 | $8.7M | $5K |
