Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID Contrafund K in their Schedule of Assets, totaling $102.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEADWAY TECHNOLOGIES, INC. HEADWAY TECHNOLOGIES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | MILPITAS CA | 772 | $255.8M | $51.1M |
| 2 | PORTER WRIGHT MORRIS & ARTHUR LLP PORTER WRIGHT MORRIS & ARTHUR LLP PARTNER 401(K) RETIREMENT PLAN | COLUMBUS OH | 126 | $173.4M | $19.2M |
| 3 | ROBINSON MILLS & WILLIAMS |
SAN FRANCISCO CA |
| 111 |
| $36.0M |
| $10.3M |
| 4 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $9.4M |
| 5 | LANDMARK WORLDWIDE ENTERPRISES, INC. LANDMARK WORLDWIDE ENTERPRISES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 338 | $31.5M | $5.7M |
| 6 | PORTER WRIGHT MORRIS & ARTHUR LLP PORTER WRIGHT MORRIS & ARTHUR LLP EMPLOYEE 401(K) RETIREMENT PLAN | COLUMBUS OH | 284 | $48.8M | $5.3M |
| 7 | WOOD-MIZER PRODUCTS, INC. WOOD-MIZER PRODUCTS, INC. 401K PLAN | INDIANAPOLIS IN | 435 | $29.0M | $1.2M |
