Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 65 U.S. retirement plans report holding Fidelity Mid-Cap Index Fund Pooled separate account in their Schedule of Assets, totaling $28.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCP EYE CARE SERVICES, LLC EYESOUTH PARTNERS 401(K) PLAN | ATLANTA GA | 2,831 | $185.3M | $5.6M |
| 2 | K.C. NIELSEN LTD K.C. NIELSEN LTD 401K PROFIT SHARING PLAN | HUMBOLDT IA | 224 | $34.0M | $2.3M |
| 3 | EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN |
RANCHO MIRAGE CA |
| 313 |
| $121.3M |
| $2.2M |
| 4 | 24 SEVEN, LLC 24 SEVEN, LLC 401(K) PLAN | MELVILLE NY | 3,310 | $59.0M | $1.9M |
| 5 | ZENITH AMERICAN SOLUTIONS, INC. ZENITH AMERICAN SOLUTIONS, INC. RETIREMENT SAVINGS 401(K) PLAN | TAMPA FL | 1,358 | $128.8M | $1.9M |
| 6 | NELSON BROTHERS, INC. NELSON BROTHERS, INC. EMPLOYEE CAPITAL ACCUMULATION 401(K) PLAN | BIRMINGHAM AL | 489 | $54.8M | $1.7M |
| 7 | HERMANSON COMPANY, LLP EAGLE 2 ENTERPRISES, LLC 401(K) PLAN | KENT WA | 232 | $34.4M | $1.2M |
| 8 | UNITED BANKERS BANCORPORATION, INC. UNITED BANKERS' BANCORPORATION, INC. 401(K) SAVINGS PLAN | BLOOMINGTON MN | 128 | $28.4M | $1.0M |
| 9 | HALREC, INC. DBA STEVENS CREEK TOYOTA AMC 401(K) PLAN | SAN JOSE CA | 822 | $36.3M | $922K |
| 10 | ARCUTIS BIOTHERAPEUTICS, INC. ARCUTIS 401(K) PLAN | WESTLAKE VILLAGE CA | 325 | $24.5M | $886K |
