Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID Mid Cap Stock K Mutual Fund in their Schedule of Assets, totaling $17.1M 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 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $5.2M |
| 2 | MIDDOUGH INC. MIDDOUGH INC. PROFIT SHARING PLAN | CLEVELAND OH | 385 | $74.0M | $4.6M |
| 3 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA |
ITHACA NY |
| 15,104 |
| $3.0B |
| $4.5M |
| 4 | BERNARDS BROS. INC. BERNARDS BROS. INC. 401(K) PROFIT SHARING PLAN | SAN FERNANDO CA | 352 | $58.6M | $1.6M |
| 5 | SOJITZ CORPORATION OF AMERICA SOJITZ GROUP 401(K) PLAN | NEW YORK NY | 360 | $96.2M | $778K |
| 6 | SOJITZ CORPORATION OF AMERICA SAG 401(K) PLAN | BERKELEY CA | 448 | $40.8M | $313K |
| 7 | OMIDYAR NETWORK SERVICES LLC OMIDYAR NETWORK SERVICES 401(K) PLAN | REDWOOD CITY CA | 54 | $25.7M | $147K |
