Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 280 U.S. retirement plans report holding Fidelity Mid Cap Index Fidelity 0 in their Schedule of Assets, totaling $118.6M 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 | BUSH BROTHERS & COMPANY BUSH BROTHERS & COMPANY EMPLOYEES' 401(K) PLAN AND TRUST AGREEMENT | KNOXVILLE TN | 722 | $66.3M | $5.3M |
| 2 | ALTERNATE SOLUTIONS HEALTH NETWORK, LLC ALTERNATE SOLUTIONS HEALTHCARE SYSTEM, INC. 401(K) | DAYTON OH | 1,792 | $47.6M | $5.1M |
| 3 | AFL TELECOMMUNICATIONS, LLC |
DUNCAN SC |
| 2,656 |
| $178.6M |
| $4.7M |
| 4 | COMPETITIVE POWER VENTURES INC COMPETITIVE POWER VENTURES INC 401(K) PROFIT SHARING PLAN & TRUST | SILVER SPRING MD | 167 | $51.1M | $3.0M |
| 5 | SOUTHERN CROWN PARTNERS, LLC SOUTHERN CROWN PARTNERS, LLC RETIREMENT PLAN | FITZGERALD GA | 700 | $33.6M | $2.2M |
| 6 | NASH JOHNSON & SONS' FARM, INC. NASH JOHNSON & SONS' SVGS & RET PLAN | ROSE HILL NC | 3,395 | $57.0M | $2.1M |
| 7 | OLSON KUNDIG, INC. OLSON KUNDIG 401(K) PROFIT SHARING PLAN & TRUST | SEATTLE WA | 351 | $49.9M | $2.0M |
| 8 | POWERSECURE, INC. POWERSECURE, INC. 401(K) RETIRMENT PLAN | DURHAM NC | 848 | $69.6M | $1.9M |
| 9 | AVEPOINT, INC. AVEPOINT, INC. 401(K) SAVINGS PLAN | JERSEY CITY NJ | 333 | $33.1M | $1.8M |
| 10 | AVANT, LLC. AVANT, LLC 401(K) PLAN | CHICAGO IL | 233 | $27.7M | $1.8M |
