Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity Investments Fidelity Mid-Cap Growth Index in their Schedule of Assets, totaling $20.9M 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 | MFA OIL COMPANY MFA EMPLOYEES RETIREMENT PLAN | COLUMBIA MO | 551 | $155.1M | $6.6M |
| 2 | WORLD WILDLIFE FUND, INC. WORLD WILDLIFE FUND, INC. TAX DEFERRED PENSION PLAN | WASHINGTON DC DC | 748 | $232.6M | $5.2M |
| 3 | LESTER E. COX MEDICAL CENTERS COXHEALTH 401(K) PLAN |
SPRINGFIELD MO |
| 232 |
| $183.0M |
| $3.2M |
| 4 | H.E. WILLIAMS, INC. H.E. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CARTHAGE MO | 272 | $35.6M | $2.0M |
| 5 | STEIN ERIKSEN LODGE STEIN ERIKSEN LODGE 401(K) RETIREMENT SAVINGS PLAN | PARK CITY UT | 458 | $20.8M | $1.4M |
| 6 | NEWPORT GROUP, INC. MMHR 401(K) POOLED EMPLOYER PLAN | FOLSOM CA | 1,506 | $37.0M | $749K |
| 7 | TITANX ENGINE COOLING, INC TITANX ENGINE COOLING, INC 401(K) PLAN | JAMESTOWN NY | 257 | $30.0M | $720K |
| 8 | INGENICO, INC. INGENICO, INC. 401(K) PLAN | ALPHARETTA GA | 209 | $35.9M | $207K |
| 9 | AMOSKEAG BEVERAGES, LLC AMOSKEAG BEVERAGES, LLC 401(K) PLAN | BOW NH | 233 | $22.0M | $125K |
| 10 | FIRST BAIRD BANCSHARES, INC. FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | WILLOW PARK TX | 163 | $13.0M | $125K |
