Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Mid Cap in their Schedule of Assets, totaling $2.5M 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 | SHIMANO NORTH AMERICA HOLDING, INC. SHIMANO NORTH AMERICA 401(K) PROFIT SHARING PLAN | IRVINE CA | 474 | $47.2M | $1.0M |
| 2 | MONTECITO BANK AND TRUST MB&T SALARY SAVING PLAN | SANTA BARBARA CA | 273 | $45.9M | $988K |
| 3 | BOOM TECHNOLOGY, INC. BOOM TECHNOLOGY 401(K) PLAN |
CENTENNIAL CO |
| 134 |
| $15.7M |
| $407K |
| 4 | COMMUNITIES IN SCHOOLS OF NEVADA, INC. COMMUNITIES IN SCHOOLS OF NEVADA, INC. 403B PLAN | LAS VEGAS NV | 249 | $4.0M | $29K |
| 5 | SOFTPATH SYSTEM, LLC SOFTPATH SYSTEM, LLC 401K PROFIT SHARING PLAN AND TRUST | NORCROSS GA | 385 | $2.5M | $10K |
