Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Mid Cap Value Index Mutual Funds in their Schedule of Assets, totaling $1.1M 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 | NORTHSTAR FINANCIAL GROUP, INC. NORTHSTAR FINANCIAL GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 249 | $27.1M | $679K |
| 2 | HARR MOTOR COMPANY AUTOMOTIVE MANAGEMENT, INC. 401(K) PLAN | MARLBORO MA | 198 | $14.4M | $180K |
| 3 | MOREAU CATHOLIC HIGH SCHOOL MOREAU CATHOLIC HIGH SCHOOL 401(K) PROFIT SHARING PLAN & TRUST |
HAYWARD CA |
| 108 |
| $16.4M |
| $99K |
| 4 | INFUSION UPSTATE NY, INC. INFUSION UPSTATE NY, INC. 401(K) PLAN | DEPEW NY | 200 | $12.5M | $48K |
| 5 | SAN TAN AUTO PARTNERS, LLC SAN TAN FORD 401(K) | GILBERT AZ | 273 | $7.3M | $47K |
| 6 | HUTCHMED INTERNATIONAL CORPORATION HUTCHMED INTERNATIONAL CORPORATION 401(K) PLAN | FLORHAM PARK NJ | 20 | $7.6M | $42K |
| 7 | THE GENEVA SCHOOL THE GENEVA SCHOOL 401(K) RETIREMENT PLAN | CASSELBERRY FL | 117 | $6.8M | $29K |
