Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Fid Low Priced Stk Mutual fund - in their Schedule of Assets, totaling $10.1M 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 | MORRISETTE PACKAGING, INC. MORRISETTE PACKAGING, INC. PROFIT SHARING PLAN | GREENSBORO NC | 245 | $42.3M | $1.9M |
| 2 | LUMSDEN & MCCORMICK, LLP LUMSDEN & MCCORMICK, LLP 401(K) PLAN | BUFFALO NY | 132 | $55.6M | $1.5M |
| 3 | HARDWARE RESOURCES, INC. DIMORA BRANDS RETIREMENT PLAN |
BOSSIER CITY LA |
| 793 |
| $30.9M |
| $892K |
| 4 | GOETTSCH PARTNERS, INC. GOETTSCH PARTNERS, INC. PROFIT SHARING PLAN | CHICAGO IL | 47 | $31.9M | $741K |
| 5 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH RETIREMENT & SAVINGS 401K PLAN | PALO ALTO CA | 144 | $42.4M | $707K |
| 6 | ST. MARY'S UNIVERSITY ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN ANTONIO TX | 707 | $192.2M | $706K |
| 7 | CMI MARKETING, INC. CMI MARKETING, INC 401(K) PLAN | NEW YORK NY | 337 | $33.3M | $622K |
| 8 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $521K |
| 9 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN | NEW YORK NY | 90 | $44.5M | $438K |
| 10 | PMG INDIANA LLC PMG US GROUP SAVINGS AND RETIREMENT PLAN | COLUMBUS IN | 265 | $14.4M | $417K |
