Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management & Research Company LLC Fidelity Mid Cap Index in their Schedule of Assets, totaling $4.7M 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 | IFS NORTH AMERICA, INC. IFS NORTH AMERICA 401(K) PLAN | ITASCA IL | 721 | $195.6M | $4.2M |
| 2 | I-PRO AMERICAS INC. I-PRO AMERICAS INC. 401(K) PLAN | HOUSTON TX | 217 | $19.1M | $330K |
| 3 | OAK LEAF MANAGEMENT COMPANY, INC. OAK LEAF MANAGEMENT EMPLOYEE 401(K) PLAN |
HOUSTON TX |
| 122 |
| $6.8M |
| $87K |
