Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Mid Cap Value Index N/R in their Schedule of Assets, totaling $5.4M 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 | CATALYST HEALTH GROUP HOLDINGS II, LLC CATALYST HEALTH GROUP HOLDINGS II, LLC 401(K) PLAN | PLANO TX | 1,064 | $130.4M | $5.1M |
| 2 | ALKAMI TECHNOLOGY, INC. ALKAMI TECHNOLOGY, INC. 401(K) PLAN | PLANO TX | 946 | $77.0M | $308K |
