Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity – Focused Stock in their Schedule of Assets, totaling $4.4M 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 | MERCURIA ENERGY AMERICA, LLC MERCURIA ENERGY AMERICA, LLC 401(K) PLAN | HOUSTON TX | 301 | $68.9M | $1.8M |
| 2 | FLEXTRADE SYSTEMS, INC. FLEXTRADE SYSTEMS 401(K) AND PROFIT SHARING PLAN | GREAT NECK NY | 286 | $57.7M | $1.5M |
| 3 | AMERICAN MINE RESEARCH AMR-PEMCO, ERM, CMS 401(K) PLAN |
ROCKY GAP VA |
| 258 |
| $16.2M |
| $259K |
| 4 | HHG COMPANIES, INC. HHG COMPANIES, INC. 401(K) PROFIT SHARING PLAN | IRVING TX | 990 | $7.5M | $205K |
| 5 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $184K |
| 6 | THE POPULATION COUNCIL, INC. RETIREMENT PLAN FOR EMPLOYEES OF THE POPULATION COUNCIL, INC. | NEW YORK NY | 208 | $232.7M | $95K |
| 7 | WENGERS OF MYERSTOWN, INC. WENGERS OF MYERSTOWN 401(K) PLAN | MYERSTOWN PA | 131 | $15.5M | $92K |
| 8 | THE BISHOP'S SCHOOL THE BISHOP'S SCHOOL 403(B) PLAN | LA JOLLA CA | 270 | $79.1M | $64K |
| 9 | OAK RIDGE ASSOCIATED UNIVERSITIES OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN | OAK RIDGE TN | 1,069 | $359.2M | $50K |
| 10 | HOSPITAL FOR SPECIAL SURGERY THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF | NEW YORK NY | 744 | $267.1M | $44K |
