Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management Fidelity Mid-Cap Index Fund in their Schedule of Assets, totaling $1.3M 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 ALLENDALE ASSOCIATION ALLENDALE ASSOCIATION RETIREMENT SAVINGS PLAN | LAKE VILLA IL | 322 | $28.5M | $985K |
| 2 | IMG USA, INC. DBA IMPERIAL MANUFACTURING GROUP IMG USA, INC. 401(K) PLAN | ALTON FL | 206 | $4.3M | $121K |
| 3 | ZP GROUP ZP GROUP PLAN B |
MCLEAN VA |
| 384 |
| $13.0M |
| $106K |
| 4 | FIRST FLORIDA CREDIT UNION FIRST FLORIDA CREDIT UNION 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 202 | $22.8M | $93K |