Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fidelity Mid Cap Growth Index Fund Mutual fund in their Schedule of Assets, totaling $35.4M 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 | WERNER ENTERPRISES, INC. WERNER ENTERPRISES, INC. AND SUBSIDIARIES EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | OMAHA NE | 9,919 | $309.6M | $13.3M |
| 2 | APPLIED INDUSTRIAL TECHNOLOGIES, INC. APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 4,925 | $862.3M | $11.8M |
| 3 | KRASDALE FOODS, INC. |
WHITE PLAINS NY |
| 371 |
| $90.1M |
| $2.4M |
| 4 | THE SPHERE INSTITUTE THE SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN | BURLINGAME CA | 618 | $74.9M | $908K |
| 5 | PENNANT SERVICES, INC. PENNANT 401(K) RETIREMENT SAVINGS PLAN | EAGLE ID | 6,390 | $75.1M | $695K |
| 6 | NORTHLAND CONTROL SYSTEMS, INC. NORTHLAND CONTROL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | MILPITAS CA | 149 | $14.8M | $507K |
| 7 | INVISION COMMUNICATIONS, INC. INVISION COMMUNICATIONS, INC. 401(K) PLAN | WALNUT CREEK CA | 165 | $37.8M | $498K |
| 8 | PAN-O-GOLD BAKING COMPANY PAN-O-GOLD BAKING CO. EMPLOYEE SAVINGS PLAN | ST. CLOUD MN | 475 | $57.3M | $484K |
| 9 | JOBY AERO, INC. JOBY AERO, INC. 401(K) PLAN | SANTA CRUZ CA | 1,647 | $98.7M | $482K |
| 10 | MIDWESTERN PET FOOD, INC. MIDWESTERN PET FOOD, INC. 401(K) PROFIT SHARING PLAN | EVANSVILLE IN | 488 | $17.4M | $471K |
