Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Fidelity® Mid Cap Index Instl Prem in their Schedule of Assets, totaling $11.8M 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 | GLOBAL FEDERAL CREDIT UNION GLOBAL 401(K) RETIREMENT PLAN | ANCHORAGE AK | 1,963 | $149.6M | $5.2M |
| 2 | UNITED TALENT AGENCY LLC UNITED TALENT AGENCY LLC 401(K) PLAN | BEVERLY HILLS CA | 1,670 | $164.9M | $2.6M |
| 3 | FOUNDATION FOR EDUCATIONAL SERVICES, INC. FOUNDATION FOR EDUCATIONAL SERVICES, INC. 401(K) PLAN |
LINCOLN NE |
| 177 |
| $92.0M |
| $2.6M |
| 4 | MATERNOHIO CLINICAL ASSOCIATES, LLC MATERNOHIO 401(K) PROFIT SHARING PLAN AND TRUST | COLUMBUS OH | 132 | $63.0M | $618K |
| 5 | ABRAMS, GARFINKEL, MARGOLIS, BERGSON, LLP AGMB, LLP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 70 | $13.4M | $320K |
| 6 | THE FLORIDA AQUARIUM, INC. THE FLORIDA AQUARIUM RETIREMENT SAVINGS PLAN | TAMPA FL | 366 | $7.5M | $222K |
| 7 | GARRETT POPCORN HOLDING COMPANY, LLC GARRETT POPCORN SHOPS RETIREMENT SAVINGS PLAN | AURORA IL | 287 | $4.4M | $127K |
