Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Fidelity Mid-Cap Stock K in their Schedule of Assets, totaling $13.9M 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 | RSUI INDEMNITY COMPANY RSUI 401(K) / RETIREMENT SAVINGS PLAN | ATLANTA GA | 405 | $234.4M | $10.1M |
| 2 | BIG RIVERS ELECTRIC CORPORATION BIG RIVERS ELECTRIC CORPORATION SALARIED EMPLOYEES' RETIREMENT SAVINGS PLAN | OWENSBORO KY | 149 | $71.0M | $1.9M |
| 3 | BIG RIVERS ELECTRIC CORPORATION |
OWENSBORO KY |
| 134 |
| $45.2M |
| $1.2M |
| 4 | COOKE SCHOOL AND INSTITUTE 403(B) THRIFT PLAN OF COOKE SCHOOL AND INSTITUTE | NEW YORK NY | 292 | $24.0M | $283K |
| 5 | STRATUS PEO 1 LLC STRATUS SOLUTIONS RETIREMENT PLAN | TAMPA FL | 1,204 | $17.7M | $129K |
| 6 | AVE MARIA SCHOOL OF LAW AVE MARIA SCHOOL OF LAW 403(B) RETIREMENT PLAN | NAPLES FL | 70 | $12.4M | $96K |
| 7 | FMS FINANCIAL MANAGEMENT SERVICES, LLC FMS 401(K) PLAN | FORT LAUDERDALE FL | 250 | $21.0M | $71K |
| 8 | VISTA BANCSHARES, INC. VISTA BANCSHARES 401(K)PROFIT SHARING PLAN | LUBBOCK TX | 206 | $16.4M | $61K |
| 9 | ADVANCED COOLING TECHNOLOGIES, INC. ADVANCED COOLING TECHNOLOGIES, INC. 401(K) PLAN | LANCASTER PA | 272 | $16.4M | $20K |
| 10 | PRITCHARD AUTO COMPANY PRITCHARD AUTO GROUP 401(K) PLAN | CLEAR LAKE IA | 322 | $11.6M | $7K |
