Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Midcap Index " in their Schedule of Assets, totaling $7.1M 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 | TRADITION AMERICA HOLDINGS, INC. TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 455 | $207.5M | $3.2M |
| 2 | ST FRANCIS HEALTH SERVICES OF MORRIS INC. ST. FRANCIS HEALTH SERVICES OF MORRIS EMPLOYEES RETIREMENT PLAN | MORRIS MN | 1,416 | $38.7M | $1.0M |
| 3 | ST FRANCIS HEALTH SERVICES OF MORRIS INC. |
MORRIS MN |
| 2,133 |
| $18.3M |
| $915K |
| 4 | GOLFTEC MANAGEMENT, INC. GOLFTEC 401(K) PLAN | ENGLEWOOD CO | 849 | $29.8M | $705K |
| 5 | WORLD RELIEF WORLD RELIEF 401(K) PLAN | TOWSON MD | 1,211 | $36.5M | $496K |
| 6 | LIBERTY HEALTHCARE CORPORATION LIBERTY HEALTHCARE CORPORATION SAVINGS PLAN | BALA CYNWYD PA | 1,103 | $31.8M | $302K |
| 7 | ORCHARD SCHOOL FOUNDATION INC. ORCHARD SCHOOL RETIREMENT PLAN | INDIANAPOLIS IN | 162 | $25.7M | $259K |
| 8 | TRENTON MEDICAL CENTER INC. PALMS MEDICAL GROUP 401K PLAN | HIGH SPRINGS FL | 337 | $17.2M | $147K |
| 9 | TANTUS TECHNOLOGIES, INC. TANTUS TECHNOLOGIES 401(K) PLAN | ARLINGTON VA | 220 | $25.1M | $29K |
| 10 | SOUTH METRO HUMAN SERVICES RADIAS HEALTH 403(B) PLAN | ST PAUL MN | 441 | $18.2M | $22K |
