Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Fidelity® Mid Cap Growth Index Mutual fund in their Schedule of Assets, totaling $13.5M 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 | GEMINI GROUP, INC. GEMINI GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 1,117 | $119.9M | $4.1M |
| 2 | RELEVATE HEALTH MANAGEMENT, LLC. RELEVATE HEALTH MANAGEMENT, LLC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 223 | $24.9M | $1.3M |
| 3 | NORTHERN COLORADO ANESTHESIA PROFESSIONALS, PLLC |
FORT COLLINS CO |
| 113 |
| $66.8M |
| $1.0M |
| 4 | SIOUX CHIEF MANUFACTURING COMPANY, INC. SIOUX CHIEF 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 534 | $46.8M | $791K |
| 5 | WEST GAINES SEED, INC. WGS 401(K) PLAN | LUBBOCK TX | 168 | $14.8M | $651K |
| 6 | QUALITY VISION INTERNATIONAL INC. QVI PROFIT SHARING RETIREMENT PLAN | ROCHESTER NY | 272 | $19.5M | $595K |
| 7 | TEKSOUTH CORPORATION TEKSOUTH CORPORATION 401(K) PLAN | GARDENDALE AL | 175 | $17.4M | $560K |
| 8 | NIKOLA CORPORATION NIKOLA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | TEMPE AZ | 946 | $58.1M | $550K |
| 9 | TRENDSETTER ENGINEERING, INC. TRENDSETTER ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 312 | $29.6M | $522K |
| 10 | PATTERSON & SHERIDAN, LLP PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PLAN | HOUSTON TX | 137 | $53.7M | $441K |
