Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Mid-Cap Value Fund in their Schedule of Assets, totaling $265K 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 | EMERSON COLLEGE EMERSON COLLEGE TAX DEFERRED ANNUITY PLAN | BOSTON MA | 638 | $242.4M | $76K |
| 2 | ST. MARY'S MEDICAL CENTER, INC. ST. MARY'S MEDICAL CENTER 403(B) PLAN | HUNTINGTON WV | 3,704 | $159.5M | $59K |
| 3 | AMERICAN BOARD OF INTERNAL MEDICINE AMERICAN BOARD OF INTERNAL MEDICINE RETIREMENT PLAN |
PHILADELPHIA PA |
| 269 |
| $60.5M |
| $51K |
| 4 | THE MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS 401(K) PLAN | DALLAS TX | 134 | $11.6M | $33K |
| 5 | HILLSDALE COLLEGE HILLSDALE COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSDALE MI | 836 | $205.4M | $24K |
| 6 | NEW ENGLAND AQUARIUM NEW ENGLAND AQUARIUM CORPORATION 403(B) TAX SHELTERED ANNUITY PLAN | BOSTON MA | 273 | $18.2M | $13K |
| 7 | COMMUNITY BASED SERVICES, INC. COMMUNITY BASED SERVICES, INC. 401(K) PROFIT SHARING PLAN | NORTH SALEM NY | 445 | $11.7M | $4K |
| 8 | NATIONAL OUTDOOR LEADERSHIP SCHOOL NATIONAL OUTDOOR LEADERSHIP SCHOOL TAX SHELTERED ANNUITY PLAN | LANDER WY | 764 | $19.0M | $3K |
| 9 | HAHL COMPANIES, LLC HAHL COMPANIES 401(K) PLAN | SHAKOPEE MN | 275 | $17.5M | $2K |
| 10 | HUDSON COUNTY MOTORS, INC. HUDSON COUNTY MOTORS, INC. 401(K) PLAN | SECAUCUS NJ | 109 | $8.6M | $972 |
