Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding Fidelity® Mid Cap Index Mutual Fund in their Schedule of Assets, totaling $40.2M 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 | CREDIT KARMA, LLC CREDIT KARMA, LLC RETIREMENT TRUST | OAKLAND CA | 1,506 | $272.5M | $15.5M |
| 2 | MORROW MEADOWS CORPORATION MORROW MEADOWS CORPORATION 401(K) PLAN | CITY OF INDUSTRY CA | 352 | $84.5M | $6.9M |
| 3 | ROBERT E. MASON & ASSOCIATES, INC. ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN |
CHARLOTTE NC |
| 351 |
| $68.3M |
| $3.6M |
| 4 | PDG, P.A. PARK DENTAL/THE DENTAL SPECIALISTS 401(K) PLAN | ROSEVILLE MN | 1,238 | $137.6M | $2.1M |
| 5 | THE ALLEN INSTITUTE FOR ARTIFICIAL INTELLIGENCE AI2 401(K) PLAN | SEATTLE WA | 190 | $24.7M | $1.7M |
| 6 | APMI, INC. DBA HR STRATEGIES HR STRATEGIES 401(K) PLAN | SUWANEE GA | 1,110 | $33.8M | $1.3M |
| 7 | AT RETIREMENT SERVICES THE ACHIEVE ADVANTAGE 401(K) PLAN | PITTSBURGH PA | 933 | $16.2M | $1.3M |
| 8 | JOERIS GENERAL CONTRACTORS, LTD. JOERIS GENERAL CONTRACTORS, LTD. 401(K) RETIREMENT PLAN | SAN ANTONIO TX | 657 | $46.8M | $678K |
| 9 | ZARYA INTERMEDIATE, LLC. IOFFICE + SPACEIQ 401(K) SAVINGS PLAN | ATLANTA GA | 298 | $17.1M | $652K |
| 10 | DODGE CITY, INC. DODGE CITY, INC. 401(K) PLAN | EGG HARBOR TOWNSHIP NJ | 121 | $6.5M | $602K |
