Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity® Mid-Cap Stock Mutual Fund in their Schedule of Assets, totaling $33.9M 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 | MACMILLAN HOLDINGS, LLC MACMILLAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,966 | $592.5M | $19.1M |
| 2 | INTERACTIVE COMMUNICATIONS INTERNATIONAL, INC. INCOMM 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 2,042 | $276.6M | $6.9M |
| 3 | UNIVERSITY OF NEW ENGLAND UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN |
BIDDEFORD ME |
| 1,230 |
| $248.8M |
| $1.4M |
| 4 | BROCKIE HEALTHCARE BROCKIE HEALTHCARE, INC. EMPLOYEE'S RETIREMENT PLAN | YORK PA | 93 | $26.8M | $1.3M |
| 5 | KITWARE INC KITWARE 401K PLAN | CLIFTON PARK NY | 167 | $55.4M | $1.0M |
| 6 | PERFORMANT FINANCIAL CORPORATION PERFORMANT 401K PLAN | PLEASANTON CA | 968 | $45.4M | $864K |
| 7 | TROY BELTING AND SUPPLY COMPANY TROY BELTING AND SUPPLY COMPANY 401(K) AND PROFIT SHARING PLAN | WATERVLIET NY | 108 | $19.3M | $584K |
| 8 | ISRAEL DISCOUNT BANK OF NEW YORK ISRAEL DISCOUNT BANK OF NEW YORK SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 676 | $165.6M | $551K |
| 9 | CLYSAR, LLC CLYSAR, LLC 401(K) PLAN | CLINTON IA | 242 | $30.0M | $395K |
| 10 | BOGE RUBBER & PLASTICS USA, LLC BOGE RUBBER & PLASTICS USA, LLC 401(K) AND RETIREMENT PLAN | HEBRON KY | 98 | $15.5M | $304K |
