Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Mid Cap Idx in their Schedule of Assets, totaling $15.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OERLIKON USA HOLDING, INC. OERLIKON USA 401(K) PLAN | WESTBURY NY | 1,240 | $219.7M | $7.4M |
| 2 | MECHANICS BANK MECHANICS BANK PROFIT SHARING/401(K) PLAN | WALNUT CREEK CA | 1,484 | $214.6M | $3.2M |
| 3 | LANTHEUS MEDICAL IMAGING, INC. LANTHEUS MEDICAL IMAGING, INC. RETIREMENT SAVINGS PLAN |
NORTH BILLERICA MA |
| 799 |
| $147.4M |
| $2.3M |
| 4 | MARELLI NORTH AMERICA, INC. MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN | SHELBYVILLE TN | 2,290 | $218.5M | $1.2M |
| 5 | APT RESEARCH, INC. A-P-T RESEARCH, INC. 401(K) PLAN | HUNTSVILLE AL | 166 | $33.1M | $869K |
| 6 | MOVEERO, INC. MOVEERO, INC. RETIREMENT PLAN | ARMSTRONG IA | 173 | $25.3M | $622K |
| 7 | VALLEY HOPE ASSOCIATION VALLEY HOPE 401(K) RETIREMENT PLAN | NORTON KS | 698 | $24.0M | $49K |