Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Mid-Cap Stock K Fund 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MEADVILLE FORGING COMPANY, L.P. MEADVILLE FORGING COMPANY PROFIT SHARING RETIREMENT AND SAVINGS | NORTHFIELD IL | 142 | $34.8M | $1.2M |
| 2 | A. J. ROSE MANUFACTURING CO. A.J. ROSE RETIREMENT AND 401(K) PLAN FOR NON-UNION EMPLOYEES | AVON OH | 135 | $32.0M | $1.0M |
| 3 | MEADVILLE FORGING COMPANY, L.P. |
NORTHFIELD IL |
| 142 |
| $11.2M |
| $133K |
