Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Fidelity Mid Cap Value index Fund Mutual Fund in their Schedule of Assets, totaling $10.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MANAGEMENT SCIENCE ASSOCIATES, INC. MANAGEMENT SCIENCE ASSOCIATES, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | TARENTUM PA | 511 | $170.0M | $4.0M |
| 2 | KRASDALE FOODS, INC. KRASDALE FOODS, INC. PROFIT SHARING 401(K) PLAN & TRUST | WHITE PLAINS NY | 371 | $90.1M | $2.2M |
| 3 | AMPERE COMPUTING LLC |
SANTA CLARA CA |
| 735 |
| $84.1M |
| $1.3M |
| 4 | GROUP PLAN SYSTEMS, LLC MY 401(K) PLAN | COLUMBUS OH | 12,606 | $102.8M | $992K |
| 5 | THE SPHERE INSTITUTE THE SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN | BURLINGAME CA | 618 | $74.9M | $434K |
| 6 | KIXEYE INC. STILLFRONT NORTH AMERICA 401K PLAN | — | 117 | $25.2M | $219K |
| 7 | STOKE THERAPEUTICS, INC. STOKE THERAPEUTICS, INC. 401(K) RETIREMENT PLAN | BEDFORD MA | 128 | $14.0M | $179K |
| 8 | JOBY AERO, INC. JOBY AERO, INC. 401(K) PLAN | SANTA CRUZ CA | 1,647 | $98.7M | $174K |
| 9 | SIGHT SCIENCES, INC. SIGHT SCIENCES, INC. 401(K) PLAN | MENLO PARK CA | 209 | $21.3M | $166K |
| 10 | BROOKLYN NETS LLC BROOKLYN SPORTS & ENTERTAINMENT 401(K) PLAN | BROOKLYN NY | 481 | $38.7M | $138K |
