Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 237 U.S. retirement plans report holding Fidelity® Mid Cap Index in their Schedule of Assets, totaling $344.0M 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 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN | MIDDLETON WI | 3,273 | $767.7M | $43.7M |
| 2 | ALLETE, INC. ALLETE AND AFFILIATED COMPANIES RETIREMENT SAVINGS AND STOCK OWNERSHIP PLAN | DULUTH MN | 1,633 | $605.7M | $37.4M |
| 3 | DELTA DENTAL OF CALIFORNIA |
SAN FRANCISCO CA |
| 3,253 |
| $723.2M |
| $24.1M |
| 4 | EXTENSIS GROUP, LLC EXTENSIS GROUP RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 11,488 | $682.1M | $22.8M |
| 5 | SHANNON MEDICAL CENTER SHANNON MEDICAL CENTER 401(K) SAVINGS AND RETIREMENT PLAN | SAN ANGELO TX | 4,417 | $460.8M | $20.9M |
| 6 | SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM MA | 765 | $464.1M | $15.9M |
| 7 | MARRIOTT VACATIONS WORLDWIDE CORP. MARRIOTT VACATIONS WORLDWIDE CORP. 401(K) | ORLANDO FL | 16,954 | $903.0M | $13.9M |
| 8 | WOLVERINE WORLD WIDE, INC. WOLVERINE WORLD WIDE, INC. 401(K) RETIREMENT SAVINGS PLAN I | ROCKFORD MI | 1,076 | $200.1M | $9.7M |
| 9 | STANLEY ELECTRIC HOLDING COMPANY OF AMERICA STANLEY ELECTRIC ASSOCIATES 401K PLAN | LONDON OH | 1,754 | $187.4M | $9.0M |
| 10 | CRAIG HOSPITAL CRAIG HOSPITAL RETIREMENT PLAN | ENGLEWOOD CO | 1,137 | $161.6M | $7.2M |
