Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Mid-Cap Index in their Schedule of Assets, totaling $81.2M 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 | FREDRIKSON & BYRON PA FREDRIKSON & BYRON PA PROFIT SHARING PLAN | MINNEAPOLIS MN | 806 | $491.0M | $52.0M |
| 2 | SAINT FRANCIS HEALTH SYSTEM INC SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS P | TULSA OK | 12,219 | $1.0B | $11.8M |
| 3 | ROHM SEMICONDUCTOR USA, LLC. |
SAN DIEGO CA |
| 144 |
| $72.5M |
| $5.4M |
| 4 | TENCENT AMERICA, LLC TENCENT AMERICA 401(K) PLAN | PALO ALTO CA | 648 | $102.0M | $2.1M |
| 5 | WALBRIDGE ALDINGER COMPANY WALBRIDGE PROFIT SHARING 401(K) PLAN | DETROIT MI | 1,074 | $158.1M | $1.5M |
| 6 | GRACE HEBERT CURTIS ARCHITECTS, LLC GRACE HEBERT CURTIS ARCHITECTS, LLC | BATON ROUGE LA | 390 | $29.3M | $1.3M |
| 7 | BIOHORIZONS IMPLANT SYSTEMS, INC. BIOHORIZONS IMPLANT SYSTEMS, INC. 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 575 | $73.9M | $950K |
| 8 | BECKHOFF AUTOMATION, LLC BECKHOFF AUTOMATION 401(K) PLAN | SAVAGE MN | 268 | $43.3M | $914K |
| 9 | HEIDELBERG ENGINEERING, INC. HEIDELBERG ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | FRANKLIN MA | 101 | $15.3M | $862K |
| 10 | THERAPY BRANDS THRIVE, LLC THERAPY BRANDS 401(K) PLAN | BIRMINGHAM AL | 499 | $31.6M | $767K |
