Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Mid Cap Value Index Fund Mutual funds in their Schedule of Assets, totaling $850K 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 | AMERICAN HEALTHCARE OPPS HOLDINGS, LLC AMERICAN HEALTHCARE 401(K) PROFIT SHARING PLAN | IRVINE CA | 115 | $20.1M | $804K |
| 2 | STACK CONSTRUCTION TECHNOLOGIES INC STACK CONSTRUCTION TECHNOLOGIES 401(K) PLAN | BLUE ASH OH | 95 | $4.9M | $46K |