Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Mid-Cap Index Fd in their Schedule of Assets, totaling $13.0M 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 | PROSPERITY BANCSHARES, INC. PROSPERITY BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 3,884 | $357.8M | $11.1M |
| 2 | MARKLUND MARKLUND EMPLOYEE RETIREMENT SAVINGS PLAN | GENEVA IL | 566 | $18.3M | $543K |
| 3 | HYDRO, INC. HYDRO, INC. 401(K) SALARY REDUCTION PLAN AND TRUST |
CHICAGO IL |
| 354 |
| $49.0M |
| $298K |
| 4 | MIDWEST COMMUNITY BANCSHARES, INC. MIDWEST COMMUNITY BANCSHARES, INC. SAFE HARBOR 401(K) PLAN | MARION IL | 144 | $16.0M | $239K |
| 5 | PS LOGISTICS, LLC PS LOGISTICS 401(K) PLAN | BIRMINGHAM AL | 3,574 | $20.7M | $185K |
| 6 | VINTAGE WINE COMPANY VINTAGE WINE COMPANY 401(K) & PROFIT SHARING PLAN & TRUST | ROSEVILLE MI | 122 | $8.1M | $179K |
| 7 | MICHIGAN HUMANE SOCIETY MICHIGAN HUMANE SOCIETY 403(B) PLAN | DETROIT MI | 203 | $8.8M | $112K |
| 8 | LITTLE HILL FOUNDATION LITTLE HILL FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST | BLAIRSTOWN NJ | 116 | $4.4M | $85K |
| 9 | COS BAR USA, INC. COS BAR USA, INC. 401(K) PLAN | SANFORD NC | 104 | $3.1M | $59K |
| 10 | LEW A. CUMMINGS CO., INC. LEW A. CUMMINGS CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | HOOKSETT NH | 101 | $10.2M | $51K |
