Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Mid-Cap Stock K6 Mutual fund in their Schedule of Assets, totaling $11.9M 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 | ZS ASSOCIATES, INC. ZS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | EVANSTON IL | 2,902 | $658.5M | $7.3M |
| 2 | ATTORNEYS' LIABILITY ASSURANCE SOCIETY LTD., A RISK RETENTION GROUP ATTORNEYS' LIABILITY ASSURANCE SOCIETY LTD., A RISK RETENTION GROUP, 401(K) SAVINGS PLAN | CHICAGO IL | 105 | $58.4M | $2.9M |
| 3 | PRECISE SYSTEMS, INC. |
LEXINGTON PARK MD |
| 1,312 |
| $98.2M |
| $1.7M |
