Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Mid‐Cap Stock Fund Class K* Mutual Fund in their Schedule of Assets, totaling $8.7M 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 | ROSENDIN ELECTRIC ROSENDIN ELECTRIC 401(K) SAVINGS PLAN | SAN JOSE CA | 2,243 | $188.8M | $3.8M |
| 2 | SHENKMAN CAPITAL MANAGEMENT, INC. SHENKMAN CAPITAL MANAGEMENT, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 138 | $63.8M | $2.5M |
| 3 | SATAKE USA, INC. SATAKE USA INC. 401(K) PLAN |
STAFFORD TX |
| 107 |
| $33.0M |
| $1.3M |
| 4 | PIVOT INTERIORS, INC. PIVOT INTERIORS, INC. SAVINGS & INVESTMENT PLAN | SANTA CLARA CA | 202 | $42.2M | $1.0M |
| 5 | KITH RETAIL LLC KITH RETAIL LLC 401(K) PROFIT SHARING PLAN AND TRUST | BROOKLYN NY | 725 | $2.0M | $33K |
