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 Fund Premium Class in their Schedule of Assets, totaling $11.0M 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 | VONAGE HOLDINGS CORP VONAGE 401(K) RETIREMENT PLAN | HOLMDEL NJ | 1,218 | $289.3M | $7.0M |
| 2 | BEEMOK CAPITAL LLC BEEMOK CAPITAL LLC PLAN | CHARLESTON SC | 775 | $46.5M | $1.2M |
| 3 | THE SHUBERT ORGANIZATION, INC. SHUBERT 401(K) SAVINGS PLAN |
| 391 |
| $81.4M |
| $1.1M |
| 4 | STILES CORPORATION STILES CORPORATION 401(K) PLAN | FORT LAUDERDALE FL | 322 | $54.8M | $840K |
| 5 | MAIN ELECTRIC SUPPLY COMPANY LLC MAIN ELECTRIC SUPPLY CO. SAVINGS AND INVESTMENT PLAN | SANTA ANA CA | 741 | $44.4M | $333K |
| 6 | PRECISION CONCEPTS INTERNATIONAL LLC PRECISION CONCEPTS INTERNATIONAL LLC | HUNTERSILLE NC | 311 | $17.0M | $218K |
| 7 | AUMA ACTUATORS, INC. AUMA ACTUATORS, INC. 401(K) | CANONSBURG PA | 138 | $13.9M | $152K |
| 8 | KC TRANSPORTATION, INC. KC GROUP 401(K) PLAN | CARLETON MI | 570 | $12.4M | $134K |
