Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 446 U.S. retirement plans report holding Fidelity investments Fidelity mid cap index fund # in their Schedule of Assets, totaling $591.5M 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 | PRINCIPAL LIFE INSURANCE COMPANY THRIVEWISE POOLED EMPLOYER PLAN | DES MOINES IA | 8,218 | $996.9M | $56.2M |
| 2 | DEMATIC CORP. DEMATIC CORP. 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 3,976 | $843.7M | $23.1M |
| 3 | RADIOLOGY PARTNERS, INC. RADIOLOGY PARTNERS, INC. PARTNER PLAN |
AUSTIN TX |
| 1,428 |
| $1.0B |
| $22.7M |
| 4 | MITCHELL INTERNATIONAL INC MITCHELL INTERNATIONAL, INC. 401K SAVINGS PLAN | SAN DIEGO CA | 5,250 | $658.2M | $12.0M |
| 5 | RADIOLOGY PARTNERS INC RADIOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 4,389 | $412.4M | $11.5M |
| 6 | AVEVA INC. AVEVA INC. 401(K) PLAN | HOUSTON TX | 1,691 | $485.9M | $11.5M |
| 7 | ACOSTA, INC. ACOSTA, INC. 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 51,410 | $838.9M | $11.2M |
| 8 | MAXIMUS, INC. MAXIMUS, INC. 401(K) PLAN | MCLEAN VA | 40,533 | $913.2M | $10.5M |
| 9 | APACHE CORPORATION APACHE CORPORATION 401(K) SAVINGS PLAN | HOUSTON TX | 1,563 | $715.3M | $10.2M |
| 10 | VERTEX, INC. VERTEX, INC. 401(K) PLAN | KING OF PRUSSIA PA | 1,458 | $445.2M | $10.2M |
