Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding ─ Fidelity Mid-Cap Value Index Fund in their Schedule of Assets, totaling $11.4M 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 | RALEIGH MEDICAL GROUP, P.A. RALEIGH MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 315 | $35.0M | $2.0M |
| 2 | TRC PAYROLL, I, LLC TRC PAYROLL, I, LLC 401(K) PLAN | PHILADELPHIA PA | 91 | $23.4M | $1.5M |
| 3 | PHYSICIAN BUSINESS SERVICES, LLC WOMEN'S CARE 401(K) PLAN |
TAMPA FL |
| 2,177 |
| $243.3M |
| $1.5M |
| 4 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $1.2M |
| 5 | BOARD OF TRUSTEES, IDAHO PLUMBERS AND PIPEFITTERS PENSION PLAN IDAHO PLUMBERS AND PIPEFITTERS PENSION PLAN | PORTLAND OR | 1,508 | $188.9M | $1.2M |
| 6 | AUDUBON ENGINEERING COMPANY, L.L.C. AUDUBON ENGINEERING COMPANY, L.L.C. EMPLOYEES SAVINGS TRUST | METAIRIE LA | 1,252 | $111.3M | $1.1M |
| 7 | GENERATION BIO CO. GENERATION BIO 401(K) PLAN | CAMBRIDGE MA | 116 | $17.4M | $389K |
| 8 | THE ARENA GROUP HOLDINGS, INC. THE ARENA GROUP HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 213 | $63.8M | $305K |
| 9 | METROPOLITAN PUBLIC DEFENDER SERVICES, INC. METROPOLITAN PUBLIC DEFENDER RETIREMENT PLAN | PORTLAND OR | 234 | $27.1M | $255K |
| 10 | FARMER HOLDING COMPANY, INC. MISSOURI AGGREGATES 401(K) PLAN | JEFFERSON CITY MO | 2,356 | $83.3M | $244K |
