Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Mid-Cap Stk. Mutual 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEAVY MACHINES, INC. HEAVY MACHINES, INC. 401(K)/PROFIT SHARING PLAN | MEMPHIS TN | 151 | $15.9M | $1.4M |
| 2 | CROSSROADS FORD, INC. CROSSROADS FORD, INC. 401(K) PLAN | WAKE FOREST NC | 1,669 | $40.9M | $457K |
| 3 | APPLE VALLEY FORD, INC. APPLE VALLEY FORD RETIREMENT SAVINGS PLAN |
APPLE VALLEY MN |
| 711 |
| $33.9M |
| $408K |
