Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Mid-Cap Index Fund N/A in their Schedule of Assets, totaling $2.5M 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 | STANLEY MARTIN HOMES, LLC STANLEY MARTIN 401(K) PLAN | RESTON VA | 1,492 | $113.6M | $1.4M |
| 2 | SOFTHEON, INC. SOFTHEON 401(K) PLAN | STONY BROOK NY | 244 | $20.1M | $712K |
| 3 | MONROE OPERATIONS, LLC NEWPORT HEALTHCARE 401(K) PLAN | NASHVILLE |
| 3,338 |
| $51.3M |
| $208K |
| 4 | PSI PAX, INC. PSI PAX, INC. 401(K) PLAN | CALIFORNIA MD | 181 | $12.4M | $120K |
| 5 | WOLTZ & WIND FORD, INC. WOLTZ & WIND FORD, INC. & WASHINGTON FORD, INC. RETIREMENT SAVINGS PLAN | HEIDELBERG PA | 142 | $13.0M | $58K |
