Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Mid-Cap Stock K Mutual Fund - in their Schedule of Assets, totaling $16.6M 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 | THE F.A. BARTLETT TREE EXPERT CO. BARTLETT TREE 401(K) PLAN | STAMFORD CT | 2,907 | $201.4M | $7.3M |
| 2 | HERITAGE THERMAL SERVICES, INC. HERITAGE THERMAL SERVICES, INC. RETIREMENT SAVINGS PLAN | EAST LIVERPOOL OH | 182 | $48.4M | $3.5M |
| 3 | DEWILD GRANT RECKERT & ASSOCIATES |
ROCK RAPIDS IA |
| 181 |
| $100.0M |
| $2.3M |
| 4 | BFS, INC. PROFIT SHARING PLAN OF BFS, INC. | HONOLULU HI | 626 | $32.2M | $1.0M |
| 5 | HARRIS & ASSOCIATES HARRIS & ASSOCIATES EMPLOYEE PROFIT SHARING PLAN | CONCORD CA | 304 | $49.0M | $889K |
| 6 | BREVARD PHYSICIAN ASSOCIATES, PLLC BREVARD PHYSICIAN ASSOCIATES 401(K) PROFIT SHARING PLAN | MELBOURNE FL | 242 | $120.8M | $877K |
| 7 | EXTRA SPORTSWEAR, LTD. EXTRA SPORTSWEAR, LTD. 401(K) PLAN | SAYREVILLE NJ | 170 | $15.9M | $771K |
| 8 | DUTCH VALLEY FOOD DISTRIBUTORS, INC. DUTCH VALLEY FOOD DISTRIBUTORS, INC. 401(K) PLAN | MYERSTOWN PA | 345 | $25.0M | $3K |
