Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fidelity Mid Cap Index Registered investment companies in their Schedule of Assets, totaling $17.8M 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 | BIG 'I' RETIREMENT SERVICES LLC BIG 'I' MEP 401(K) PLAN | ALEXANDRIA VA | 691 | $137.7M | $4.2M |
| 2 | PENTAGON TECHNOLOGIES GROUP, INC. PENTAGON TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | HAYWARD CA | 675 | $31.1M | $1.9M |
| 3 | WESTMINSTER UNIVERSITY WESTMINSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
SALT LAKE CITY UT |
| 597 |
| $86.7M |
| $1.8M |
| 4 | LUMERIS HEALTHCARE OUTCOMES LUMERIS 401(K) PLAN | MARYLAND HEIGHTS MO | 909 | $165.6M | $1.7M |
| 5 | SUNSWEET GROWERS INC. SUNSWEET GROWERS INC, 401(K) PLAN | YUBA CITY CA | 316 | $74.7M | $1.4M |
| 6 | BUCCANEERS TEAM LLC TAMPA BAY BUCCANEERS 401(K) SAVINGS PLAN | TAMPA FL | 327 | $40.9M | $1.3M |
| 7 | OCHIN, INC. THE OCHIN 401(K) PLAN | PORTLAND OR | 1,227 | $90.3M | $1.3M |
| 8 | WASHINGTON AND LEE UNIVERSITY WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN | LEXINGTON VA | 1,044 | $436.9M | $1.2M |
| 9 | ISPOT.TV, INC. ISPOT.TV, INC. 401(K) PLAN | BELLEVUE WA | 406 | $45.2M | $924K |
| 10 | GREEN BRICK PARTNERS, INC. GREEN BRICK PARTNERS, INC. 401(K) SAVINGS PLAN | PLANO TX | 547 | $32.9M | $588K |
