Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Midcap Idx in their Schedule of Assets, totaling $3.8M 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 | KODIAK GYPSUM MOUNTAIN STATES LLC KODIAK BP 401K PLAN | ENGLEWOOD CO | 5,941 | $193.5M | $2.9M |
| 2 | SEYER INDUSTRIES INCORPORATED SEYER INDUSTRIES INCORPORATED 401K RETIREMENT SAVINGS PLAN | ST PETERS MO | 276 | $31.3M | $618K |
| 3 | THE FELTON INSTITUTE THE FELTON INSTITUTE 403B PLAN |
ALAMEDA CA |
| 546 |
| $9.0M |
| $99K |
| 4 | PURSUE HEALTH LLC PURSUE HEALTH LLC RETIREMENT SAVINGS PLAN | IRVINE CA | 2,393 | $17.4M | $91K |
| 5 | TLC-THE TREATMENT AND LEARNING CENTERS INC. THE TREATMENT & LEARNING CENTERS INC. 403B TAX DEFERRED ANNUITY PLAN | ROCKVILLE MD | 229 | $11.9M | $56K |
| 6 | WESTIN INC. WESTIN INC. 401K PLAN | OMAHA NE | 173 | $11.2M | $55K |
| 7 | ELY-BLOOMENSON COMMUNITY HOSPITAL ELY-BLOOMENSON COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | ELY MN | 134 | $12.6M | $40K |
