Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Investments Fidelity Mid Cap Index n/a in their Schedule of Assets, totaling $5.3M 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 | METRIC ENGINEERING, INC. METRIC ENGINEERING SAVINGS AND RETIREMENT PLAN | MIAMI FL | 476 | $32.0M | $1.6M |
| 2 | KNOXVILLE HOSPITAL AND CLINICS KNOXVILLE HOSPITAL AND CLINICS TAX SHELTERED ANNUITY PLAN | KNOXVILLE IA | 329 | $17.3M | $1.5M |
| 3 | CDR MAGUIRE, INC. CDR COMPANIES 401(K) PLAN |
MIAMI FL |
| 784 |
| $36.9M |
| $527K |
| 4 | ARTICULARIS HEALTHCARE GROUP, INC. ARTICULARIS HEALTHCARE RETIREMENT PLAN | SUMMERVILLE SC | 162 | $18.6M | $517K |
| 5 | MCKINLEY COMPANIES, LLC MCKINLEY COMPANIES LLC 401(K) RETIREMENT PLAN | ANN ARBOR MI | 506 | $23.5M | $492K |
| 6 | IDA COUNTY, IOWA COMMUNITY HOSPITAL DBA HORN MEMORIAL HOSPITAL HORN MEMORIAL HOSPITAL 401(K) PLAN | IDA GROVE IA | 196 | $14.7M | $345K |
| 7 | VNA HEALTH GROUP, INC. DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. | HAZLET NJ | 1,530 | $69.0M | $155K |
| 8 | GILBERT ORCHARDS, INC GILBERT ORCHARDS INC 401(K) PLAN | YAKIMA WA | 489 | $3.3M | $66K |
| 9 | YAKIMA FRUIT & COLD STORAGE INC YAKIMA FRUIT & COLD STORAGE CO. 401(K) | WAPATO WA | 224 | $1.5M | $25K |
| 10 | STARWEST BOTANICALS, LLC STARWEST BOTANICALS, LLC 401(K) PLAN | SACRAMENTO CA | 170 | $1.1M | $24K |
