Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Fidelity® Mid Cap Index Instl Prem Mutual fund in their Schedule of Assets, totaling $7.1M 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 | ST. MARY'S UNIVERSITY ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN ANTONIO TX | 707 | $192.2M | $2.9M |
| 2 | COMMUNITY WELLNESS PARTNERS, INC. COMMUNITY WELLNESS PARTNERS, INC. 403(B) PLAN | CLINTON NY | 605 | $11.2M | $711K |
| 3 | QUALITY VISION INTERNATIONAL INC. |
ROCHESTER NY |
| 272 |
| $19.5M |
| $546K |
| 4 | GROUP PLAN SYSTEMS, LLC GPS NAVIGATOR POOLED EMPLOYER PLAN | COLUMBUS OH | 1,168 | $45.1M | $408K |
| 5 | E.B. BRADLEY COMPANY E.B. BRADLEY COMPANY PROFIT SHARING 401(K) PLAN | VERNON CA | 282 | $26.5M | $324K |
| 6 | BLACK DIAMOND ELECTRIC, INC. BLACK DIAMOND ELECTRIC 401(K) PLAN | ANTIOCH CA | 487 | $11.4M | $298K |
| 7 | LIONMARK CONSTRUCTION CO. LLC AMERICAN CONTRACTORS 401(K) PLAN | ST. LOUIS MO | 298 | $14.8M | $282K |
| 8 | ALJSCO MANAGEMENT LLC. ALJSCO MANAGEMENT LLC. 401K PROFIT SHARING PLAN | LOUISVILLE KY | 513 | $15.4M | $270K |
| 9 | BILLFLOAT, INC. FORUS 401(K) | SAN FRANCISCO CA | 115 | $9.0M | $270K |
| 10 | SPREETAIL, LLC SPREETAIL 401(K) PLAN | LINCOLN NE | 623 | $8.6M | $241K |
