Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Fidelity Mid-Cap stock in their Schedule of Assets, totaling $10.2M 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 | CLINICAL PATHOLOGY ASSOCIATES CLINICAL PATHOLOGY ASSOCIATES PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 125 | $74.0M | $5.1M |
| 2 | NORTH ATLANTIC INDUSTRIES, INC. NORTH ATLANTIC INDUSTRIES, INC. 401(K) PLAN | BOHEMIA NY | 214 | $40.2M | $2.5M |
| 3 | HENRY AVOCADO CORPORATION |
ESCONDIDO CA |
| 108 |
| $22.5M |
| $1.3M |
| 4 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 760 | $305.3M | $511K |
| 5 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT 401(K) PLAN | BRONX NY | 347 | $45.6M | $403K |
| 6 | FARM JOURNAL, INC. FARM JOURNAL, INC. 401(K) SAVINGS PLAN | KANSAS CITY MO | 260 | $29.4M | $258K |
| 7 | BETTERHEALTH, A PLANNED PARENTHOOD PARTNERSHIP BETTERHEALTH, A PLANNED PARENTHOOD PARTNERSHIP | HOUSTON TX | 115 | $3.8M | $48K |
| 8 | FRESH DIRECT HOLDINGS, INC UTF TRUCKING BARGAINING UNIT 401K | BRONX NY | 749 | $15.9M | $39K |
| 9 | ENGLISH LANGUAGE INSTITUTE/CHINA ENGLISH LANGUAGE INSTITUTE IN CHINA 403(B) PLAN | FORT COLLINS CO | 342 | $14.2M | $34K |
| 10 | MICCOSUKEE TRIBE OF INDIANS OF FLORIDA MICCOSUKEE TRIBE OF INDIANS OF FLORIDA 401(K) PLAN | MIAMI FL | 1,172 | $45.3M | $34K |
