Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Mid-Cap Stock Fund Registered investment company in their Schedule of Assets, totaling $5.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | J. LOHR WINERY CORPORATION J. LOHR EMPLOYEES RETIREMENT PLAN | SAN JOSE CA | 207 | $43.5M | $2.2M |
| 2 | AC MARTIN, INC. AC MARTIN, INC. 401K PLAN | LOS ANGELES CA | 138 | $35.4M | $1.7M |
| 3 | TECHPRO POWER GROUP, INC. DBA TDS HOLDCO INC. TECHPRO POWER GROUP, INC. 401(K) PLAN |
CROFTON MD |
| 375 |
| $18.9M |
| $878K |
| 4 | PORTLAND VA RESEARCH FOUNDATION INC PORTLAND VA RESEARCH FOUNDATION 401(K) PLAN | PORTLAND OR | 95 | $9.2M | $198K |
| 5 | PLAYHOUSE SQUARE FOUNDATION PLAYHOUSE SQUARE FOUNDATION 401(K) PLAN | CLEVELAND OH | 455 | $24.6M | $37K |
| 6 | FIOR DI SOLE, LLC FIOR DI SOLE, LLC 401(K) PROFIT SHARING PLAN | NAPA CA | 200 | $5.2M | $35K |
