Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Management & Research Fidelity Mid Cp index Fund in their Schedule of Assets, totaling $4.1M 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 | JAKKS PACIFIC, INC. JAKKS PACIFIC, INC. 401(K) PLAN | SANTA MONICA CA | 364 | $52.4M | $948K |
| 2 | INDUS TECHNOLOGY, INC. INDUS TECHNOLOGY, INC. 401(K) PLAN | SAN DIEGO CA | 472 | $24.5M | $881K |
| 3 | ROSEDALE FEDERAL SAVINGS & LOAN ASSOCIATION ROSEDALE FEDERAL SAVINGS & LOAN ASSOCIATION 401(K) RETIREMENT PLAN |
BALTIMORE MD |
| 143 |
| $24.0M |
| $634K |
| 4 | BMS INTERMEDIARIES, INC. BMS INTERMEDIARIES, INC. 401(K) PLAN | EDINA MN | 233 | $47.5M | $629K |
| 5 | ASSOCIATION TO BENEFIT CHILDREN ASSOCIATION TO BENEFIT CHILDREN 403(B) PLAN | NEW YORK NY | 303 | $18.6M | $356K |
| 6 | DM GROUP, INC. DM GROUP, INC. 401(K) PROFIT SHARING PLAN | PRINCE FREDERICK MD | 92 | $11.9M | $320K |
| 7 | BECKLAR, LLC BECKLAR, LLC 401(K) PLAN | OGDEN UT | 748 | $13.0M | $127K |
| 8 | NATIONAL 4-H COUNCIL NATIONAL 4-H COUNCIL 403(B) PLAN | WASHINGTON DC | 125 | $15.3M | $117K |
| 9 | TURBO DRILL INDUSTRIES, INC. TURBO DRILL INDUSTRIES 401(K) PLAN | CONROE TX | 237 | $4.7M | $76K |
| 10 | BLENDED HEALTH SERVICES, LLC BLENDED HEALTH SERVICES 401(K) PLAN | PLANO TX | 232 | $4.9M | $18K |
