Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Mid Cap Index Fund [1] in their Schedule of Assets, totaling $9.2M 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 | IMPERIAL BAG & PAPER CO., LLC IMPERIAL BAG & PAPER CO., LLC EMPLOYEE BENEFIT PLAN | JERSEY CITY NJ | 5,854 | $367.6M | $5.5M |
| 2 | SOUTH PLAINS FINANCIAL, INC. CITY BANK 401(K) PLAN | LUBBOCK TX | 584 | $50.2M | $2.9M |
| 3 | BLOOM ENGINEERING COMPANY, INC. BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN |
CHARLEROI PA |
| 100 |
| $15.0M |
| $274K |
| 4 | CASH REGISTER SERVICES, INC. TRUNO RETAIL TECHNOLOGY SOLUTIONS 401(K) PLAN | LUBBOCK TX | 412 | $21.6M | $213K |
| 5 | SITEIMPROVE, INC. SITEIMPROVE, INC. 401(K) PLAN | BLOOMINGTON MN | 175 | $17.8M | $213K |
| 6 | PRACTICETEK PURCHASER, LLC PRACTICETEK PURCHASER, LLC 401(K) PLAN | KNOXVILLE TN | 294 | $4.0M | $55K |
| 7 | STEPHEN JOSEPH, INC. STEPHEN JOSEPH, INC. 401(K) PLAN | LUBBOCK TX | 79 | $2.1M | $49K |
| 8 | FLOYDS 99 HOLDINGS, LLC FLOYD'S 99 BARBERSHOP 401(K) PLAN | GREENWOOD VILLAGE CO | 547 | $2.2M | $22K |
| 9 | SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN | LEVELLAND TX | 581 | $13.2M | $12K |
| 10 | BURGERS OZARK COUNTRY CURED HAMS, INC BURGERS EMPLOYEES PROFIT SHARING PLAN AND TRUST | CALIFORNIA MO | 265 | $31.1M | $10K |
