Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FID LOW PRICED STK K Registered investment company in their Schedule of Assets, totaling $33.9M 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 | NORTHEASTERN UNIVERSITY NORTHEASTERN UNIVERSITY RETIREMENT PLAN | BOSTON MA | 9,197 | $2.6B | $28.7M |
| 2 | VARNUM LLP VARNUM LLP MASTER TRUST | GRAND RAPIDS MI | — | $206.4M | $2.8M |
| 3 | ALPS ALPINE ALPS ALPINE NORTH AMERICA, INC. 401(K) PLAN |
| 483 |
| $136.2M |
| $1.6M |
| 4 | NEXT FIFTEEN COMMUNICATIONS CORPORATION NEXT 15 COMMUNICATIONS RETIREMENT PLAN | SAN FRANCISCO CA | 1,027 | $132.8M | $710K |
| 5 | WEST CENTRAL STEEL, INC CONSOLIDATED 401(K) AND PROFIT SHARING PLAN | WILLMAR MN | 136 | $20.5M | $47K |
