Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity MIP Cl 2 in their Schedule of Assets, totaling $27.5M 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 | EQUIFAX, INC EQUIFAX INC. 401K PLAN | ATLANTA GA | 6,424 | $1.5B | $21.6M |
| 2 | PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND PPFA RETIREMENT PLAN | NEW HAVEN CT | 177 | $22.7M | $2.3M |
| 3 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN |
| 2,777 |
| $83.5M |
| $1.6M |
| 4 | DEARBORN SAUSAGE COMPANY, INC. DEARBORN SAUSAGE COMPANY, INC. 401(K) PLAN | DEARBORN MI | 181 | $8.3M | $1.1M |
| 5 | PHOENIX REHABILITATION AND HEALTH SERVICES, INC. PHOENIX REHABILITATION AND HEALTH SERVICES, INC. 401(K) PLAN | CRANBERRY TOWNSHIP PA | 900 | $46.2M | $653K |
| 6 | EXPERTVOICE, INC. EXPERTVOICE, INC. 401(K) PROFIT SHARING PLAN & TRUST | SALT LAKE CITY UT | 164 | $19.8M | $163K |
| 7 | ILJIN USA CORPORATION ILJIN 401(K) PLAN | NOVI MI | 192 | $9.0M | $63K |
| 8 | BCC SOFTWARE, LLC BCC SOFTWARE 401K PLAN | ROCHESTER NY | 100 | $18.5M | $3K |
