Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Mid-Cap Stock Fund Class K in their Schedule of Assets, totaling $12.0M 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 | SM ENERGY COMPANY SM ENERGY COMPANY 401(K) PROFIT SHARING PLAN | DENVER CO | 651 | $190.3M | $5.8M |
| 2 | PLAN EMPLOYER CINCH HOME SERVICES INC. CINCH HOME SERVICES, INC. AND AFFILIATES 401(K) RETIREMENT PLAN | BOCA RATON FL | 713 | $47.8M | $1.6M |
| 3 | RICHARDSON ELECTRONICS, LTD. |
LAFOX IL |
| 302 |
| $59.4M |
| $1.4M |
| 4 | MUSTANG FUEL CORPORATION SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF MUSTANG FUEL CORPORATION | OKLAHOMA CITY OK | 149 | $50.1M | $1.1M |
| 5 | BIOTAGE, LLC BIOTAGE 401(K) PLAN | CHARLOTTE NC | 122 | $23.5M | $1000K |
| 6 | VIEWPOINTE ARCHIVE SERVICES, LLC VIEWPOINTE ARCHIVE SERVICES 401(K) PLAN | CHARLOTTE NC | 122 | $32.9M | $685K |
| 7 | WORKERS FEDERAL CREDIT UNION WORKERS FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | LITTLETON MA | 316 | $44.8M | $472K |
