Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity – Mid Cap Value in their Schedule of Assets, totaling $1.9M 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 | NEWCOMB SPRING CORP. NEWCOMB SPRING CORP. RETIREMENT PLAN | ALPHARETTA GA | 182 | $22.0M | $873K |
| 2 | DIESEL USA, INC. DIESEL USA, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 345 | $15.2M | $574K |
| 3 | BASWARE INC BASWARE INC 401(K) PROFIT SHARING PLAN & TRUST |
FORT MILL SC |
| 86 |
| $15.9M |
| $104K |
| 4 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED THE HOSPITAL FOR SPECIAL SURGERY 403(B) PLAN | NEW YORK NY | 5,338 | $866.3M | $78K |
| 5 | THE POPULATION COUNCIL, INC. RETIREMENT PLAN FOR EMPLOYEES OF THE POPULATION COUNCIL, INC. | NEW YORK NY | 208 | $232.7M | $75K |
| 6 | WELLESLEY COLLEGE WELLESLEY COLLEGE 403(B) RETIREMENT PLAN | WELLESLEY MA | 1,326 | $787.3M | $58K |
| 7 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $49K |
| 8 | THOMAS AND THORNGREN, INC. THOMAS AND THORNGREN, INC. 401(K) PLAN | NASHVILLE TN | 201 | $10.1M | $39K |
| 9 | UNITED CEREBRAL PALSY ASSOCIATION OF NIAGRA COUNTY, INC. UNITED CEREBRAL PALSY ASSOCIATIONS OF NIAGRA COUNTY, INC. 401(K) PROFIT SHARING PLAN | NIAGARA FALLS NY | 202 | $5.1M | $39K |
| 10 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | DURHAM NC | 401 | $70.7M | $39K |
