Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mid-Cap Stock Fund in their Schedule of Assets, totaling $2.8M 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 | HOLSTEIN ASSOCIATION USA, INC. HOLSTEIN ASSOCIATION USA, INC. RETIREMENT SAVINGS PLAN | BRATTLEBORO VT | 88 | $25.2M | $1.6M |
| 2 | WILLIAM BARNET & SON, LLC WILLIAM BARNET & SON, LLC EMPLOYEES' 401(K) SAVINGS PLAN | SPARTANBURG SC | 219 | $21.8M | $800K |
| 3 | HELIGEAR ACQUISITION CO DBA NORTHSTAR AEROSPACE CH |
BEDFORD PARK IL |
| 299 |
| $52.8M |
| $355K |
