Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding Fidelity Mid-Cap Value Index in their Schedule of Assets, totaling $7.9M 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 | OFFIT KURMAN, P.A. OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN | BETHESDA MD | 524 | $86.9M | $1.3M |
| 2 | ROGUE CREDIT UNION ROGUE CREDIT UNION CAPITAL ACCUMULATION PLAN | MEDFORD OR | 627 | $53.2M | $934K |
| 3 | ROYAL BRASS & HOSE COMPANY, INC. ROYAL BRASS & HOSE COMPANY, INC. 401(K) PROFIT SHARING PLAN |
KNOXVILLE TN |
| 259 |
| $12.6M |
| $862K |
| 4 | KICE INDUSTRIES, INC. KICE INDUSTRIES, INC. SAFE HARBOR 401(K) PLAN | PARK CITY KS | 275 | $31.0M | $591K |
| 5 | COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. 401(K) PLAN | WEST VALLEY CITY UT | 178 | $32.2M | $586K |
| 6 | BRIDGE PARTNERS, LLC BRIDGE PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ISSAQUAH WA | 255 | $25.3M | $352K |
| 7 | DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. DERMATOLOGY ASSOCIATES OF TALLAHASSEE P. A. PROFIT SHARING 401(K) PLAN | TALLAHASSEE FL | 295 | $27.9M | $341K |
| 8 | F&M FINANCIAL CORPORATION F&M FINANCIAL CORPORATION 401(K) PLAN | SALISBURY NC | 139 | $21.8M | $289K |
| 9 | DENTAL DEPOT DSO, LLC DENTAL DEPOT 401(K) PLAN | OKC OK | 821 | $10.6M | $237K |
| 10 | UNITED HEATING AND COOLING INCORPORATED UNITED HEATING AND COOLING 401 K PLAN | GRANDVIEW MO | 177 | $9.1M | $217K |
