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 K6 in their Schedule of Assets, totaling $3.0M 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 | BREAZEALE, SACHSE & WILSON BREAZEALE, SACHSE & WILSON, L.L.P. 401(K) RETIREMENT PLAN AND TRUST PLAN | BATON ROUGE LA | 133 | $81.7M | $2.6M |
| 2 | CAVALRY INVESTMENTS, LLC CAVALRY INVESTMENTS, LLC 401(K) PLAN | GREENWICH CT | 280 | $21.3M | $434K |
