Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Mid-Cap Value Index # in their Schedule of Assets, totaling $1.5M 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 | PATRICK INDUSTRIES, INC. PATRICK INDUSTRIES, INC. 401(K) EMPLOYEE SAVINGS PLAN | ELKHART IN | 7,812 | $157.0M | $1.4M |
| 2 | PETER MARINO ARCHITECT, PLLC 401(K) SAVINGS PLAN FOR PETER MARINO ARCHITECT, PLLC | NEW YORK NY | 185 | $41.8M | $129K |
| 3 | WESTERN MONTANA CLINIC, P.C. |
MISSOULA MT |
| 200 |
| $46.8M |
| $7K |
