Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Mid-Cap Index Advantage Fund Mutual Fund in their Schedule of Assets, totaling $4.6M 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 | MCWANE, INC. MCWANE SALARIED 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 1,315 | $233.4M | $3.2M |
| 2 | AMEREX CORPORATION AMEREX CORPORATION 401(K) SAVINGS PLAN | TRUSSVILLE AL | 471 | $53.6M | $929K |
| 3 | MCWANE, INC. MCWANE HOURLY 401(K) RETIREMENT PLAN |
BIRMINGHAM AL |
| 2,230 |
| $51.0M |
| $281K |
| 4 | MCWANE, INC. MANCHESTER TANK & EQUIPMENT CO. 401(K) PLAN | BIRMINGHAM AL | 441 | $27.4M | $219K |
