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 Value Index Fund 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 | THE JOCKEY CLUB THE JOCKEY CLUB 401(K) PLAN | NEW YORK NY | 266 | $45.7M | $501K |
| 2 | TRALEE, INC. DBA ANTIOCH AUTO CENTER ANTIOCH AUTO CENTER 401(K) PLAN | ANTIOCH CA | 245 | $8.5M | $395K |
| 3 | ALLBIRDS, INC. ALLBIRDS 401(K) PLAN |
| 696 |
| $21.8M |
| $252K |
| 4 | APPLIED BEHAVIOR HEALTH MANAGEMENT, LLC APPLIED BEHAVIOR HEALTH MANAGEMENT, LLC 401(K) PLAN | WESTBURY NY | 690 | $7.2M | $173K |
| 5 | TELLURIAN SERVICES LLC TELLURIAN SERVICES 401(K) RETIREMENT PLAN | HOUSTON TX | 53 | $23.4M | $107K |
| 6 | VANGUARD RENEWABLES VANGUARD RENEWABLES 401(K) PLAN | WESTON MA | 233 | $7.7M | $26K |
| 7 | ANYWHEREWORKS, INC. ANYWHEREWORKS 401(K) PLAN | PORTLAND OR | 760 | $7.2M | $9K |