Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Mid‑Cap Value Mutual fund in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GEMINI GROUP, INC. GEMINI GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 1,117 | $119.9M | $2.3M |
| 2 | M. SIMON ZOOK CO. M. SIMON ZOOK 401(K) PROFIT SHARING PLAN | HONEYBROOK PA | 179 | $8.3M | $60K |
| 3 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN |
SAN FRANCISCO CA |
| 829 |
| $87.1M |
| $34K |
| 4 | WORK, INC. WORK, INC. 403(B) PLAN | DORCHESTER MA | 445 | $7.7M | $21K |
| 5 | INFOMERGE LLC INFOMERGE LLC 401(K) PLAN | MANHATTAN KS | 91 | $28.9M | $7K |
| 6 | CHAMPLAIN HOUSING TRUST, INC. CHAMPLAIN HOUSING TRUST, INC. 403(B) PLAN | BURLINGTON VT | 159 | $8.2M | $1K |
