Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fidelity Investments Fidelity mid Cap Index N/R in their Schedule of Assets, totaling $32.7M 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 | ANESTHESIA CONSULTING & MANAGEMENT, LP NORTHSTAR ANESTHESIA 401K PLAN | IRVING TX | 3,088 | $526.7M | $17.7M |
| 2 | CLAIMS SERVICES GROUP, LLC SOLERA HOLDINGS, LLC RETIREMENT SAVINGS PLAN | WESTLAKE TX | 2,881 | $314.9M | $6.6M |
| 3 | ALKAMI TECHNOLOGY, INC. ALKAMI TECHNOLOGY, INC. 401(K) PLAN |
PLANO TX |
| 946 |
| $77.0M |
| $1.2M |
| 4 | ONESOURCE VIRTUAL, INC. ONESOURCE VIRTUAL, INC. 401(K) PLAN | DALLAS TX | 987 | $52.0M | $1.1M |
| 5 | TERRAN ORBITAL CORPORATION TERRAN ORBITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | BOCA RATON FL | 525 | $22.2M | $981K |
| 6 | MENZIE'S AVIATION (USA), INC. MENZIES AVIATION (USA), INC. 401(K) PLAN | GRAPEVINE TX | 10,235 | $81.8M | $752K |
| 7 | ALTAIR GLOBAL SERVICES, LLC DBA ALTAIR GLOBAL RELO ALTAIR 401(K) PLAN | PLANO TX | 306 | $39.0M | $576K |
| 8 | OMNITRACS, LLC OMNITRACS EMPLOYEE SAVINGS & RETIREMENT PLAN | DALLAS TX | 498 | $101.4M | $458K |
| 9 | NAVA PBC NAVA 401(K) PLAN | WASHINGTON DC | 379 | $26.9M | $453K |
| 10 | ALPHA SOURCE LLC ALPHA SOURCE LLC 401(K) PLAN | MILWAUKEE WI | 196 | $33.1M | $437K |
