Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Mid-Cap Stock Fund Class K in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL INSURANCE CRIME BUREAU NATIONAL INSURANCE CRIME BUREAU EMPLOYEE SAVING PLAN | OAK BROOK IL | 412 | $83.2M | $3.1M |
| 2 | VELOCITY COMMERCIAL CAPITAL 401K PL VELOCITY COMMERCIAL CAPITAL, LLC | WESTLAKE VILLAGE CA | 289 | $22.2M | $526K |
