Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments Fidelity Mid Cap Index Fund N/A in their Schedule of Assets, totaling $6.4M 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 | TROUT UNLIMITED, INC. TROUT UNLIMITED SECTION 403(B) RETIREMENT PLAN | ARLINGTON VA | 337 | $41.4M | $1.5M |
| 2 | MEDPRO SYSTEMS LLC MEDPRO SYSTEMS LLC 401(K) PLAN | MT. ARLINGTON NJ | 158 | $33.7M | $1.1M |
| 3 | ADVANCED SYSTEMS ENGINEERING CORPORATION BLUE UMBRELLA 401(K) PLAN |
RESTON VA |
| 117 |
| $47.1M |
| $996K |
| 4 | VNA HEALTH GROUP, INC. TAX DEFERRED ANNUITY PLAN OF VISITING NURSE | NEPTUNE NJ | 2,266 | $72.2M | $881K |
| 5 | SHAHEEN AUTOMOTIVE GROUP, INC. SHAHEEN AUTOMOTIVE GROUP 401(K) PLAN | LANSING MI | 517 | $25.6M | $701K |
| 6 | CREATIVE INFORMATION TECHNOLOGY, INC. CITI 401(K) PLAN | FALLS CHURCH VA | 92 | $25.3M | $509K |
| 7 | GULFPORT ENERGY CORPORATION GULFPORT ENERGY CORPORATION 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 225 | $38.7M | $376K |
| 8 | PLS LOGISTICS SERVICES PITTSBURGH LOGISTICS SYSTEMS, INC. 401(K) PLAN | CRANBERRY TOWNSHIP PA | 305 | $20.1M | $281K |
| 9 | TELESOLV CONSULTING, INC. TELESOLV CONSULTING 401(K) PLAN | WASHINGTON DC | 225 | $5.4M | $59K |