Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Fidelity Mid-Cp Index Fund Mutual Fund in their Schedule of Assets, totaling $37.3M 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 | DELTA DENTAL OF WISCONSIN, INC. DELTA DENTAL OF WISCONSIN, INC. RETIREMENT PLAN | STEVENS POINT WI | 374 | $73.9M | $7.1M |
| 2 | ASM RESEARCH LLC ASM RESEARCH LLC 401(K) PLAN | FAIRFAX VA | 2,619 | $239.7M | $5.9M |
| 3 | JACK RESNICK & SONS, INC. JACK RESNICK & SONS, INC. 401(K) SAVINGS PLAN |
NEW YORK NY |
| 172 |
| $40.3M |
| $5.0M |
| 4 | UST GLOBAL INC UST GLOBAL INC 401(K) PLAN | ALISO VIEJO CA | 3,713 | $169.6M | $3.4M |
| 5 | CLIF BAR & COMPANY CLIF BAR & COMPANY RETIREMENT SAVINGS PLAN | EMERYVILLE CA | 1,186 | $194.7M | $2.3M |
| 6 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN | LONGWOOD FL | 1,227 | $84.1M | $2.1M |
| 7 | NORTHWINDS TECHNOLOGY SOLUTIONS LLC NORTHWINDS TECHNOLOGY SOLUTIONS RETIREMENT PLAN | STEVENS POINT WI | 232 | $57.7M | $2.1M |
| 8 | BROOKS EQUIPMENT COMPANY, LLC. BROOKS EQUIPMENT COMPANY 401(K) PLAN | CHARLOTTE NC | 444 | $33.0M | $1.3M |
| 9 | CALIBRE SYSTEMS, INC. CALIBRE SYSTEMS, INC. PROFIT SHARING PLAN | ALEXANDRIA VA | 599 | $114.7M | $1.0M |
| 10 | SCOUT ENERGY MANAGEMENT, LLC SCOUT ENERGY MANAGEMENT, LLC 401(K) P/S PLAN | DALLAS TX | 977 | $91.6M | $819K |
