Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Fidelity® Mid-Cap Stock in their Schedule of Assets, totaling $3.1M 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 | ROBINSON INDUSTRIES, INC. ROBINSON INDUSTRIES EMPLOYEE 401(K) PLAN | COLEMAN MI | 158 | $15.2M | $826K |
| 2 | KEY LAKES, INC. KEY LAKES SAVINGS PLAN FOR REPRESENTED EMPLOYEES | BALA CYNWYD PA | 190 | $9.2M | $733K |
| 3 | LBMC EMPLOYMENT PARTNERS, LLC LBMC EMPLOYMENT PARTNERS, LLC 401(K) PROFIT |
BRENTWOOD TN |
| 3,213 |
| $101.6M |
| $711K |
| 4 | COMMUTEAIR LLC COMMUTEAIR 401K RETIREMENT PLAN | WESTLAKE OH | 1,324 | $43.7M | $286K |
| 5 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $285K |
| 6 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 16,511 | $841.3M | $150K |
| 7 | XANEDU PUBLISHING, INC. XANEDU PUBLISHING RETIREMENT PLAN | ANN ARBOR MI | 105 | $17.0M | $95K |
