Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 923 U.S. retirement plans report holding Fidelity® Mid Cap Index in their Schedule of Assets, totaling $1.3B 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 PHYSICIANS RETIREMENT PLAN | MIDDLETON WI | 1,782 | $1.4B | $111.0M |
| 2 | CHILDRENS HEALTH CARE CHILDRENS HOSPITALS AND CLINICS MATCHED SAVINGS PLAN | MINNEAPOLIS MN | 6,127 | $938.0M | $52.1M |
| 3 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC |
MIDDLETON WI |
| 3,273 |
| $767.7M |
| $43.7M |
| 4 | ALLETE, INC. ALLETE AND AFFILIATED COMPANIES RETIREMENT SAVINGS AND STOCK OWNERSHIP PLAN | DULUTH MN | 1,633 | $605.7M | $37.4M |
| 5 | ARDENT HEALTH PARTNERS, INC. ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 23,054 | $1.6B | $29.2M |
| 6 | MUNSON HEALTHCARE MUNSON 403(B) PLAN | TRAVERSE CITY MI | 8,230 | $485.7M | $26.0M |
| 7 | BLACKBAUD, INC. BLACKBAUD RETIREMENT SAVINGS PLAN | CHARLESTON SC | 2,441 | $536.9M | $24.3M |
| 8 | DELTA DENTAL OF CALIFORNIA DELTA DENTAL OF CALIFORNIA 401(K) PLAN | SAN FRANCISCO CA | 3,253 | $723.2M | $24.1M |
| 9 | NATIONAL VETERINARY ASSOCIATES, INC. NATIONAL VETERINARY ASSOCIATES, INC. 401(K) PLAN | WESTLAKE VILLAGE CA | 49,760 | $809.2M | $24.0M |
| 10 | EXTENSIS GROUP, LLC EXTENSIS GROUP RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 11,488 | $682.1M | $22.8M |
