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 Registered investment company in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MITY-LITE, INC. MITYLITE, INC. 401(K) PROFIT SHARING PLAN | OREM UT | 366 | $9.5M | $611K |
| 2 | GEORGE PETERSEN INSURANCE AGENCY, INC. GEORGE PETERSEN INSURANCE AGENCY, INC. 401(K) PLAN | SANTA ROSA CA | 225 | $34.3M | $570K |
| 3 | SECURTIY NATIONAL FINANCIAL CORPORATION |
MURRAY UT |
| 557 |
| $33.4M |
| $232K |
| 4 | HIGHGROUND RESTORATION GROUP, INC. HIGHGROUND RESTORATION GROUP 401(K) AND RETIREMENT PLAN | IRVING TX | 597 | $7.0M | $170K |
| 5 | BRECHBUHLER SCALES, INC. BRECHBUHLER SCALES, INC. 401(K) RETIREMENT SAVINGS PLAN | CANTON OH | 284 | $28.5M | $105K |
| 6 | BOULEVARD LABS, INC. BOULEVARD LABS, INC. 401(K) PLAN | LOS ANGELES CA | 235 | $7.6M | $22K |
| 7 | ONEGLOBE LLC ONEGLOBE LLC 401(K) PLAN | RESTON VA | 90 | $10.6M | $7K |
