Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Mid Cap Index Fd Pooled separate account in their Schedule of Assets, totaling $5.2M 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 | ACENTRA HEALTH, LLC ACENTRA HEALTH RETIREMENT PLAN | MCLEAN VA | 2,661 | $164.7M | $3.2M |
| 2 | HORIZON EYE CARE, P.A. HORIZON EYE CARE, P.A. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 254 | $32.8M | $976K |
| 3 | GLOBAL-E US INC. GLOBAL-E US INC. 401(K) PLAN |
NEW YORK NY |
| 185 |
| $10.3M |
| $305K |
| 4 | APPLE HEALTH CARE, INC. APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS | AVON CT | 2,798 | $86.4M | $292K |
| 5 | NESCO RESOURCE LLC NESCO RESOURCE LLC 401(K) PLAN | TAMPA FL | 1,549 | $13.2M | $277K |
| 6 | W3 LUXURY LIVING W3 LUXURY LIVING 401(K) PLAN | GRAND PRAIRIE TX | 169 | $6.2M | $120K |
| 7 | EGR INCORPORATED EGR, INC. 401K PROFIT SHARING PLAN | ONTARIO CA | 61 | $2.4M | $17K |
| 8 | TP AEROSPACE AMERICAS TP AEROSPACE AMERICAS 401(K) PLAN | ORLANDO FL | 67 | $1.8M | $13K |