Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Focused Stock Mutual fund in their Schedule of Assets, totaling $541K 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 | THE BERKSHIRE BANK THE BERKSHIRE BANK 401(K)/PROFIT SHARING PLAN | NEW YORK NY | 72 | $18.2M | $205K |
| 2 | BRADLEY UNIVERSITY BRADLEY UNIVERSITY DEFINED CONTRIBUTION PLAN | PEORIA IL | 824 | $365.7M | $161K |
| 3 | DUTCHMAN'S COUNTRY MARKET, INC. DUTCHMAN'S COUNTRY MARKET, INC. 401(K) PROFIT SHARING PLAN |
SCHAEFFERSTOWN PA |
| 308 |
| $8.5M |
| $70K |
| 4 | POPULATION SERVICES INTERNATIONAL POPULATION SERVICES INTERNATIONAL 403(B) PLAN | WASHINGTON DC | 253 | $42.7M | $63K |
| 5 | MANAGEMENT SCIENCE ASSOCIATES, INC. MANAGEMENT SCIENCE ASSOCIATES, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | TARENTUM PA | 511 | $170.0M | $21K |
| 6 | CLAY-PLATTE FAMILY MEDICINE CLINIC, PC. CLAY-PLATTE FAMILY MEDICINE 401(K) PLAN | KANSAS CITY MO | 175 | $19.5M | $8K |
| 7 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $7K |
| 8 | WORK, INC. WORK, INC. 403(B) PLAN | DORCHESTER MA | 445 | $7.7M | $5K |
| 9 | NEWTON MONTESSORI SCHOOL INC. DBA WELLAN MONTESS WELLAN MONTESSORI SCHOOL 403(B) PLAN | NEWTON MA | 104 | $4.5M | $2K |
