Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Mid-Cap in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BAIRD HOLM LLP BAIRD HOLM LLP PROFIT SHARING PLAN | OMAHA NE | 168 | $109.5M | $1.3M |
| 2 | FIVE STAR BANK FIVE STAR BANK 401(K) PROFIT SHARING PLAN AND TRUST | ROSEVILLE CA | 210 | $20.3M | $725K |
| 3 | MULLIGAN FUNDING, LLC MULLIGAN FUNDING 401(K) PLAN |
SAN DIEGO CA |
| 146 |
| $9.1M |
| $268K |
