Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Fidelity® Mid Cap Value Index Mutual Fund in their Schedule of Assets, totaling $3.3M 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 | E.E. NEWCOMER ENTERPRISES, INC. E.E. NEWCOMER ENTERPRISES, INC. 401(K) RETIREMENT PLAN & TRUST | OLATHE KS | 3,441 | $174.0M | $622K |
| 2 | TRENDSETTER ENGINEERING, INC. TRENDSETTER ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 312 | $29.6M | $445K |
| 3 | BRADBURY STAMM CONSTRUCTION, INC. |
ALBUQUERQUE NM |
| 222 |
| $23.2M |
| $347K |
| 4 | PATTERSON & SHERIDAN, LLP PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PLAN | HOUSTON TX | 137 | $53.7M | $270K |
| 5 | NORTHERN COLORADO ANESTHESIA PROFESSIONALS, PLLC NORTHERN COLORADO ANESTHESIA PROFESSIONALS, PLLC 401K PLAN | FORT COLLINS CO | 113 | $66.8M | $243K |
| 6 | BOSTON SPORTS AND SHOULDER CENTER, LLC BSSC RETIREMENT PLAN | WALTHAM MA | 150 | $17.0M | $158K |
| 7 | POSITIVE BEGINNINGS, INC. POSITIVE BEGINNINGS, INC. PROFIT SHARING PLAN | FLUSHING NY | 154 | $17.4M | $140K |
| 8 | WHITESTONE HOME FURNISHINGS, LLC SAATVA RETIREMENT PLAN AND TRUST | WHITESTONE NY | 338 | $10.3M | $134K |
| 9 | BAKER STERCHI COWDEN AND RICE LLC BAKER STERCHI COWDEN AND RICE LLC 401K SAVINGS PLAN | KANSAS CITY MO | 196 | $44.3M | $127K |
| 10 | SECURITY NATIONAL FINANCIAL CORPORATION SNF CORPORATION TAX-FAVORED RETIREMENT SAVINGS PLAN | MURRAY UT | 439 | $37.2M | $109K |
