Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 198 U.S. retirement plans report holding Fidelity Mid-Cap Index Registered investment company in their Schedule of Assets, totaling $394.8M 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 | SHANDS JACKSONVILLE MEDICAL CENTER, INC. SHANDS JACKSONVILLE RETIREMENT PLAN | JACKSONVILE FL | 5,534 | $443.3M | $28.0M |
| 2 | COTIVITI INTERMEDIATE HOLDING CORP. COTIVITI SAVINGS PLAN | SOUTH JORDAN UT | 4,946 | $448.3M | $24.3M |
| 3 | HNTB HOLDINGS LTD. HNTB RETIREMENT AND SAVINGS PLAN |
KANSAS CITY MO |
| 6,881 |
| $623.0M |
| $21.5M |
| 4 | BRADLEY ARANT BOULT CUMMINGS LLP BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN | BIRMINGHAM AL | 1,172 | $694.3M | $17.7M |
| 5 | SQUIRE PATTON BOGGS (US) LLP SQUIRE PATTON BOGGS RETIREMENT SAVINGS PLAN | CLEVELAND OH | 1,123 | $868.6M | $17.6M |
| 6 | HOK GROUP, INC. HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 1,414 | $361.8M | $17.1M |
| 7 | PELLA CORPORATION PELLA CORPORATION MASTER TRUST | PELLA IA | — | $1.1B | $13.6M |
| 8 | MISSON FEDERAL CREDIT UNION MISSION FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN | SAN DIEGO CA | 625 | $100.7M | $12.2M |
| 9 | BVH, INC. BLACK & VEATCH MASTER TRUST | OVERLAND PARK KS | — | $1.8B | $11.9M |
| 10 | WINNEBAGO INDUSTRIES, INC. WINNEBAGO INDUSTRIES, INC. PROFIT SHARING AND DEFERRED SAVINGS AND INVESTMENT PLAN | EDEN PRAIRIE MN | 5,314 | $360.9M | $11.2M |
