Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Mid Cp Index Fund Mutual Funds 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.
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 | STRATO, INC. STRATO, INC. 401(K) PROFIT SHARING PLAN | MONMOUTH JUNCTION NJ | 99 | $23.6M | $1.8M |
| 2 | FIRST WATCH RESTAURANTS, INC. FIRST WATCH 401(K) SAVINGS PLAN | BRADENTON FL | 16,478 | $38.5M | $1.3M |
| 3 | LIFESPAN, INCORPORATED LIFESPAN, INCORPORATED RETIREMENT SAVINGS PLAN |
CHARLOTTE NC |
| 347 |
| $7.4M |
| $210K |
