Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Mid-Cap Value Fund Mutual Fund in their Schedule of Assets, totaling $742K 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 | COTTING SCHOOL, INC. COTTING SCHOOL 401(K) RETIREMENT PLAN | LEXINGTON MA | 128 | $19.6M | $389K |
| 2 | KOGNITIV, INC KOGNITIV, INC. 401(K) PLAN | WABAN MA | 114 | $14.1M | $120K |
| 3 | PROCAPS LABORATORIES, INC. PROCAPS LABORATORIES, INC. 401(K) PLAN |
HENDERSON NV |
| 401 |
| $31.3M |
| $104K |
| 4 | BAC COMMUNITY BANK BAC COMMUNITY BANK 401(K) PLAN | STOCKTON CA | 100 | $20.4M | $59K |
| 5 | MARLBOROUGH SCHOOL MARLBOROUGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 146 | $59.6M | $49K |
| 6 | EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | WORCESTER MA | 432 | $20.0M | $10K |
| 7 | C & B HOLDING COMPANY, INC. DBA BRAUN ELECTRIC COM BRAUN ELECTRIC COMPANY, INC. 401(K) PLAN | BAKERSFIELD CA | 40 | $7.1M | $10K |