Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments Fidelity Mid Cap Index a in their Schedule of Assets, totaling $9.0M 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 | FINANCE OF AMERICA EQUITY CAPITAL LLC FINANCE OF AMERICA COMPANIES 401(K) PLAN | PLANO TX | 743 | $152.2M | $3.0M |
| 2 | NTA, INC. NTA, INC. 401(K) PLAN | HUNTSVILLE AL | 216 | $84.8M | $2.1M |
| 3 | TEXAS MEDICAL LIABILITY TRUST TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN |
AUSTIN TX |
| 176 |
| $59.7M |
| $1.4M |
| 4 | TOM MCLEOD SOFTWARE CORP. TOM MCLEOD SOFTWARE CORP. 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 580 | $86.3M | $1.4M |
| 5 | LEGACY COMMUNITY FEDERAL CREDIT UNION LEGACY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BIRMINGHAM AL | 102 | $7.2M | $518K |
| 6 | DRAX BIOMASS INC. DRAX BIOMASS INC. 401(K) PLAN | MONROE LA | 494 | $26.1M | $388K |
| 7 | PROTRANS INTERNATIONAL, LLC PROTRANS INTERNATIONAL, LLC 401(K) PLAN | INDIANAPOLIS IN | 685 | $23.9M | $71K |
| 8 | OAKS SENIOR LIVING, LLC OAKS SENIOR LIVING 401(K) PLAN | ALPHARETTA GA | 1,427 | $4.9M | $25K |
