Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding s Fidelity Mid Cap Index - in their Schedule of Assets, totaling $5.8M 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 | ISMIE MUTUAL INSURANCE COMPANY ISMIE MUTUAL INSURANCE COMPANY 401(K) PLAN | CHICAGO IL | 192 | $110.5M | $5.3M |
| 2 | EVERGREEN REAL ESTATE SERVICES, LLC EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN | CHICAGO IL | 485 | $8.6M | $252K |
| 3 | OAKMONT COUNTRY CLUB |
OAKMONT PA |
| 134 |
| $5.8M |
| $150K |
| 4 | THE FORTUNE SOCIETY THE FORTUNE SOCIETY TAX SHELTERED ANNUITY | LONG ISLAND CITY NY | 420 | $11.3M | $46K |
| 5 | CIRKS CONSTRUCTION, INC. CIRKS CONSTRUCTION, INC. 401(K) PLAN | ORANGE CA | 375 | $11.9M | $33K |
| 6 | HOSPITAL EPISCOPAL SAN LUCAS PONCE PLAN DE RETIRO SAN LUCAS | PONCE PR | 1,017 | $1.5M | $19K |
| 7 | CENTRO DE SALUD FAMILIAR DR. JULIOMPALMIERI FERRI, INC. PLAN DE RETIRO DEL CENTRO DE SALUD FAMILIAR D. J. P. F. | ARROYO PR | 135 | $568K | $4K |
