Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Magellan K Mutual fund in their Schedule of Assets, totaling $12.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MORRISON MAHONEY LLP MORRISON MAHONEY LLP PROFIT SHARING - 401(K) PLAN | BOSTON MA | 228 | $92.8M | $5.4M |
| 2 | TRAMMO, INC TRAMMO, INC. PROFIT-SHARING/401K PLAN | NEW YORK NY | 71 | $57.1M | $3.7M |
| 3 | GENERAL CREDIT FORMS, INC. GENERAL CREDIT FORMS, INC. 401(K) PROFIT SHARING PLAN |
EARTH CITY MO |
| 249 |
| $48.9M |
| $3.5M |
