Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fid Focused Stock Mutual fund - in their Schedule of Assets, totaling $2.0M 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 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN | NEW YORK NY | 90 | $44.5M | $626K |
| 2 | TRIANZ DIGITAL CONSULTING, INC. TRIANZ RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 148 | $25.7M | $522K |
| 3 | JIM BASS FORD, INC. JIM BASS FORD, INC. 401(K) PLAN |
SAN ANGELO TX |
| 158 |
| $12.1M |
| $428K |
| 4 | OMIDYAR NETWORK SERVICES LLC OMIDYAR NETWORK SERVICES 401(K) PLAN | REDWOOD CITY CA | 54 | $25.7M | $221K |
| 5 | RISKSPAN, INC. RISKSPAN, INC. 401(K) PLAN | ARLINGTON VA | 80 | $16.7M | $120K |
| 6 | MOWERY & SCHOENFELD, LLC MOWERY & SCHOENFELD, LLC 401(K) PLAN | LINCOLNSHIRE IL | 156 | $20.5M | $75K |
| 7 | BOSTON FOUNDATION, INC. BOSTON FOUNDATION 403(B) PLAN | BOSTON MA | 126 | $31.2M | $13K |
| 8 | SOUTH TEXAS COLLEGE OF LAW HOUSTON SOUTH TEXAS COLLEGE OF LAW HOUSTON 403(B) PLAN | HOUSTON TX | 348 | $22.0M | $12K |
| 9 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $8K |
| 10 | HOME OF GUIDING HANDS THE HOME OF GUIDING HANDS 403(B) PLAN | EL CAJON CA | 245 | $5.9M | $5K |
