Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity® Mid-Cap Stock in their Schedule of Assets, totaling $8.6M 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 | LOPAREX, LLC LOPAREX LLC 401(K) PLAN | CARY NC | 546 | $97.9M | $4.4M |
| 2 | USALLIANCE FEDERAL CREDIT UNION USALLIANCE FEDERAL CREDIT UNION 401(K) PLAN | RYE NY | 282 | $35.4M | $973K |
| 3 | RURAL COMM HOLDING CORP, INC. BEVCOMM SALARY SAVINGS PLAN |
BLUE EARTH MN |
| 120 |
| $21.6M |
| $763K |
| 4 | AMERICAN ACADEMY OF DERMATOLOGY INC AMERICAN ACADEMY OF DERMATOLOGY 403B PLAN | ROSEMONT IL | 204 | $65.9M | $379K |
| 5 | LAUREN CONCRETE, INC. CONCRETE AND AGGREGATE EMPLOYEES 401(K) PLAN | ROUND ROCK TX | 552 | $15.6M | $351K |
| 6 | CITIZENS BANK CITIZENS BANK EMPLOYEES' RETIREMENT PLAN | COLUMBIA MS | 84 | $5.4M | $306K |
| 7 | HHG COMPANIES, INC. HHG COMPANIES, INC. 401(K) PROFIT SHARING PLAN | IRVING TX | 990 | $7.5M | $219K |
| 8 | MARSH PUERTO RICO, INC. MARSH PUERTO RICO, INC. SALARY SAVINGS PLAN | GUAYNABO PR | 72 | $16.8M | $167K |
| 9 | TENCATE ADVANCED ARMOR USA, INC. TENCATE ADVANCED ARMOR USA, INC. SAVINGS PLAN | GOLETA CA | 139 | $6.0M | $163K |
| 10 | SHOWA BOSTON INSTITUTE FOR LANGUAGE AND CULTURE, INC SHOWA BOSTON INSTITUTE FOR LANGUAGE AND CULTURE, INC. RETIREMENT SAVINGS PLAN | BOSTON MA | 94 | $16.6M | $161K |
