Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Investments Fidelity Mid Cap Value Index - in their Schedule of Assets, totaling $990K 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 | ITS TECHNOLOGIES & LOGISTICS, LLC ITS TECHNOLOGIES & LOGISTICS, LLC 401(K) RETIREMENT SAVINGS PLAN | WESTMONT IL | 2,213 | $58.6M | $364K |
| 2 | ANTHONY TIMBERLANDS, INC. ANTHONY TIMBERLANDS, INC. 401(K) RETIREMENT PLAN | BEARDEN AR | 583 | $19.1M | $164K |
| 3 | INGENICO, INC. |
ALPHARETTA GA |
| 209 |
| $35.9M |
| $140K |
| 4 | UNIVERSAL PRINTING COMPANY LLC UNIVERSAL PRINTING COMPANY LLC 401(K) PLAN | DUNMORE PA | 165 | $9.3M | $100K |
| 5 | Y&D CORP DBA DORSCH FORD LINCOLN KIA DORSCH FORD 401(K) PROFIT SHARING PLAN | GREEN BAY WI | 215 | $10.0M | $86K |
| 6 | FIRST BAIRD BANCSHARES, INC. FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | WILLOW PARK TX | 163 | $13.0M | $63K |
| 7 | FARMERS COOP ASSN AND VISION AG, LLC UBG 401(K) - FCA/VISION AG | KEOTA IA | 139 | $5.3M | $21K |
| 8 | FARMERS COOP ASSN AND VISION AG, LLC UBG 401(K) - FCA/VISION AG | KEOTA IA | 139 | $5.3M | $21K |
| 9 | SUNLAND ASPHALT & CONSTRUCTION, LLC SUNLAND ASPHALT AND CONSTRUCTION EMPLOYEES 401(K) SAVINGS PLAN | PHOENIX AZ | 1,334 | $34.0M | $18K |
| 10 | KRYPTON SOLUTIONS, LLC KRYPTON SOLUTIONS, LLC 401(K) PLAN | PLANO TX | 127 | $5.3M | $7K |
