Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Fid Contrafund Mutual fund - in their Schedule of Assets, totaling $87.2M 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 | ROKU, INC. ROKU, INC. 401(K) PLAN | SAN JOSE CA | 2,427 | $363.0M | $24.2M |
| 2 | BOX, INC. BOX, INC. 401(K) PLAN | REDWOOD CITY CA | 1,823 | $282.9M | $17.7M |
| 3 | SOLARWINDS INC SOLARWINDS WORLDWIDE LLC 401(K) PLAN | AUSTIN TX | 730 |
| $141.1M |
| $7.0M |
| 4 | RYAN HERCO PRODUCTS CORPORATION RYAN HERCO FLOW SOLUTIONS 401(K) PLAN | BURBANK CA | 512 | $40.5M | $5.3M |
| 5 | LUMSDEN & MCCORMICK, LLP LUMSDEN & MCCORMICK, LLP 401(K) PLAN | BUFFALO NY | 132 | $55.6M | $4.4M |
| 6 | CONVERTIBLE CASTLE, INC. DBA BERNIE & PHYL'S FURNI BERNIE & PHYL'S FURNITURE RETIREMENT PLAN | NORTON MA | 371 | $17.9M | $3.7M |
| 7 | PMG INDIANA LLC PMG US GROUP SAVINGS AND RETIREMENT PLAN | COLUMBUS IN | 265 | $14.4M | $3.5M |
| 8 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH RETIREMENT & SAVINGS 401K PLAN | PALO ALTO CA | 144 | $42.4M | $3.0M |
| 9 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $2.9M |
| 10 | SITIME CORPORATION SITIME 401(K) PLAN | SANTA CLARA CA | 191 | $40.9M | $2.1M |
