Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FIDELITY MID CAP VAL INDX in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES UNITE/HERE LOCAL 74 PENSION TRUST FUND UNITE/HERE 74 PENSION TRUST FUND | ST. LOUIS MO | 447 | $45.3M | $2.6M |
| 2 | CEMENT MASONS LOCAL 527 HEALTH & WELFARE TRUST FUND CEMENT MASONS LOCAL 527 HEALTH & WELFARE TRUST FUND | BRIDGETON MO | 511 | $18.0M | $110K |
