Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Mid Cp Index Fund N/R in their Schedule of Assets, totaling $1.7M 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 | THE CHANGE COMPANY CDFI LLC THE CHANGE COMPANY CDFI LLC 401(K) PLAN | ANAHEIM CA | 378 | $32.4M | $931K |
| 2 | TEXANS CREDIT UNION TEXANS CREDIT UNION 401(K) SAVINGS PLAN | RICHARDSON TX | 281 | $25.0M | $688K |
| 3 | ADVANCE CARE ALLIANCE OF NEW YORK INC. ADVANCE CARE ALLIANCE OF NEW YORK INC. 403(B) PLAN |
NEW YORK NY |
| 1,055 |
| $17.3M |
| $39K |
