Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Mid Cap Index Mutual fund (1) in their Schedule of Assets, totaling $4.6M 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 | BOULDER MEDICAL CENTER, P.C. BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN | BOULDER CO | 318 | $76.8M | $1.6M |
| 2 | MOODY DUNBAR, INC. MOODY DUNBAR, INC. PROFIT SHARING PLAN | JOHNSON CITY TN | 87 | $13.6M | $884K |
| 3 | DIETZ & WATSON, INC. DIETZ & WATSON, INC. DEFERRED SALARY SAVINGS PLAN |
PHILADELPHIA PA |
| 610 |
| $43.2M |
| $835K |
| 4 | EYECARE MEDICAL GROUP EYECARE MEDICAL GROUP EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | PORTLAND ME | 138 | $18.8M | $549K |
| 5 | SLAVIC INTEGRATED ADMINISTRATION, INC. SLAVIC SECURE PEP | BOCA RATON FL | 2,840 | $49.1M | $344K |
| 6 | MONTGOMERY BELL ACADEMY MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM | NASHVILLE TN | 164 | $41.9M | $268K |
| 7 | DIETZ & WATSON, INC. DIETZ & WATSON, INC. LOCAL 152 401(K) SAVINGS PLAN | PHILADELPHIA PA | 452 | $12.1M | $80K |
| 8 | STAVOLA MANAGEMENT CO., INC. STAVOLA MANAGEMENT CO., INC. 401(K) PLAN | TINTON FALLS NJ | 269 | $32.9M | $14K |
| 9 | DIETZ & WATSON, INC. DW LOGISTICS LOCAL 152 401(K) PLAN | PHILADELPHIA PA | 117 | $1.6M | $6K |
