Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity Mid Cap Index Fund Registered investment companies in their Schedule of Assets, totaling $23.6M 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 | BUCHALTER, A PROFESSIONAL CORPORATION BUCHALTER 401(K) PLAN | LOS ANGELES CA | 0 | $209.3M | $6.5M |
| 2 | CU COOPERATIVE SYSTEMS, INC. CO-OP SOLUTIONS 401(K) RETIREMENT PLAN | RANCHO CUCAMONGA CA | 5,097 | $214.5M | $4.3M |
| 3 | TRANSTAR INDUSTRIES, LLC THE TRANSTAR EMPLOYEES RETIREMENT SAVINGS PLAN |
CLEVELAND OH |
| 902 |
| $85.9M |
| $3.8M |
| 4 | KORBER SUPPLY CHAIN US, INC. KORBER SUPPLY CHAIN US, INC. 401(K) SAVINGS PLAN | BLOOMINGTON MN | 539 | $75.6M | $2.1M |
| 5 | HERITAGE COMPANIES, LLC HERITAGE 401(K) PLAN | DOWNEY CA | 772 | $34.2M | $1.9M |
| 6 | AXLE INFORMATICS, LLC AXLE RETIREMENT PLAN | NORTH BETHESDA MD | 759 | $36.3M | $910K |
| 7 | LENFEST ENTERPRISES, LLC LENFEST ENTERPRISES RETIREMENT PLAN | PLYMOUTH MEETING PA | 158 | $21.5M | $841K |
| 8 | PACIFIC POWER GROUP, LLC PACIFIC POWER GROUP, LLC 401(K) PLAN | RIDGEFIELD WA | 210 | $31.0M | $631K |
| 9 | USHERWOOD BUSINESS EQUIPMENT INC. USHERWOOD BUSINESS EQUIPMENT INC. DBA USHERWOOD OFFICE TECHNOLOGY 401(K) PROFIT SHARING PLAN | SYRACUSE NY | 156 | $11.6M | $504K |
| 10 | G.W. LISK COMPANY, INC. G.W. LISK COMPANY, INC. EMPLOYEES' SAVINGS & INVESTMENT PLAN | CLIFTON SPRINGS NY | 721 | $54.9M | $465K |
