Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Investments Mid-Cap Stock Fund in their Schedule of Assets, totaling $20.5M 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 | OREGON TOOL, INC. OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN | PORTLAND OR | 1,285 | $254.4M | $10.1M |
| 2 | MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP MCDONNELL BOEHNEN HULBERT & BERGHOFF 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 102 | $104.7M | $3.2M |
| 3 | MAGTEK |
SEAL BEACH CA |
| 142 |
| $105.0M |
| $2.9M |
| 4 | ABARTA, INC. ABARTA, INC. DEFERRED COMPENSATION 401(K) SAVINGS PLAN FOR NON-UNION EMPLOYEES | PITTSBURGH PA | 1,391 | $104.0M | $1.6M |
| 5 | MASTERCRAFT BOAT COMPANY, INC. MASTERCRAFT BOAT COMPANY, INC. 401K PLAN | VONORE TN | 717 | $36.0M | $958K |
| 6 | CHARLES ABBOTT ASSOCIATES, INC. CHARLES ABBOTT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | MISSION VIEJO CA | 222 | $25.8M | $840K |
| 7 | PSI PHARMA SUPPORT AMERICA INC PSI AMERICA 401(K) PLAN | KING OF PRUSSIA PA | 466 | $39.0M | $555K |
| 8 | PACIFIC BIOLABS PACIFIC BIOLABS 401(K) PLAN | HERCULES CA | 124 | $20.9M | $150K |
| 9 | TOKYO OHKA KOGYO AMERICA, INC. TOK AMERICA 401(K) SAVINGS PLAN | HILLSBORO OR | 124 | $10.8M | $126K |
| 10 | SILICON RANCH CORPORATION SILICON RANCH 401(K) PLAN | NASHVILLE TN | 293 | $19.5M | $18K |
