Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Mid-Cap Stock K in their Schedule of Assets, totaling $111.9M 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 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $58.8M |
| 2 | OLD REPUBLIC INTERNATIONAL CORP. ORI 401(K) SAVINGS AND PROFIT SHARING PLAN | CHICAGO IL | 9,784 | $2.1B | $42.6M |
| 3 | ARCWOOD ENVIRONMENTAL, LLC HERITAGE ENVIRONMENTAL SERVICES, LLC RETIREMENT SAVINGS PLAN |
INDIANAPOLIS IN |
| 1,794 |
| $222.9M |
| $4.4M |
| 4 | LANSING BUILDING PRODUCTS, LLC LANSING BUILDING PRODUCTS, LLC 401K PLAN | RICHMOND VA | 1,865 | $125.6M | $1.8M |
| 5 | NATIONAL ASSOCIATION OF HOME BUILDERS OF THE U.S NATIONAL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN | WASHINGTON DC | 260 | $127.1M | $1.4M |
| 6 | GEODE CAPITAL MANAGEMENT, LLC GEODE CAPITAL MANAGEMENT, LLC RETIREMENT PLAN | BOSTON MA | 189 | $89.3M | $1.0M |
| 7 | THE MCCALLIE SCHOOL THE MCCALLIE SCHOOL 401(K) PLAN | CHATTANOOGA TN | 336 | $57.7M | $717K |
| 8 | THE MENNEL MILLING COMPANY THE MENNEL MILLING COMPANY SAVINGS AND INVESTMENT PLAN AND TRUST | FOSTORIA OH | 948 | $55.8M | $597K |
| 9 | WULCO, INC. WULCO, INC. RETIREMENT SAVINGS PLAN | CINCINNATI OH | 212 | $20.5M | $385K |
| 10 | SENESCO MARINE LLC SENESCO 401(K) PLAN | NORTH KINGSTOWN RI | 96 | $7.2M | $130K |
