Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Mid Cap Growth Index Mutual Funds in their Schedule of Assets, totaling $2.6M 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 | NORTHSTAR FINANCIAL GROUP, INC. NORTHSTAR FINANCIAL GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 249 | $27.1M | $1.3M |
| 2 | THE WHEELING CORPORATION WHEELING CORPORATION EMPLOYEES' RETIREMENT PLAN | BREWSTER CT | 407 | $42.6M | $564K |
| 3 | DIGESTIVE HEALTHCARE OF GEORGIA, P.C. |
ATLANTA GA |
| 313 |
| $43.2M |
| $159K |
| 4 | CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS, INC. SAVINGS PLAN CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS INC SAVINGS PLAN | PATILLAS PR | 195 | $7.7M | $146K |
| 5 | INFUSION UPSTATE NY, INC. INFUSION UPSTATE NY, INC. 401(K) PLAN | DEPEW NY | 200 | $12.5M | $123K |
| 6 | SAVANT SYSTEMS, INC. SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN | HYANNIS MA | 394 | $44.7M | $73K |
| 7 | BOB JOHNSON CHEVROLET BOB JOHNSON GROUP RETIREMENT SAVINGS PLAN | ROCHESTER NY | 1,211 | $50.9M | $71K |
| 8 | BLAINE BROTHERS MAINTENANCE, INC. BLAINE BROTHERS MAINTENANCE, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 376 | $27.2M | $70K |
| 9 | MOREAU CATHOLIC HIGH SCHOOL MOREAU CATHOLIC HIGH SCHOOL 401(K) PROFIT SHARING PLAN & TRUST | HAYWARD CA | 108 | $16.4M | $50K |
| 10 | SAN TAN AUTO PARTNERS, LLC SAN TAN FORD 401(K) | GILBERT AZ | 273 | $7.3M | $50K |
