Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fid Mid Cap Stock K6 Registered Investment Company in their Schedule of Assets, totaling $37.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NVR, INC. NVR, INC. PROFIT SHARING PLAN AND ESOP MASTER TRUST | RESTON VA | — | $2.3B | $28.4M |
| 2 | SUMITOMO MITSUI TRUST BANK (U.S.A.) LIMITED SMTBUSA 401(K) PLAN | HOBOKEN NJ | 224 | $122.0M | $4.9M |
| 3 | SUMITOMO MITSUI TRUST BANK, LIMITED SMTBNY 401(K) PLAN |
NEW YORK NY |
| 260 |
| $91.4M |
| $3.9M |
| 4 | WOLVERINE TRADING, LLC WOLVERINE EMPLOYEE SAVINGS & RETIREMENT PLAN | CHICAGO IL | 395 | $181.0M | $580K |
