Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fid Low Priced Stk Mutual Funds in their Schedule of Assets, totaling $457K 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 | ANDERSON CENTER FOR AUTISM ANDERSON CENTER FOR AUTISM RETIREMENT PLAN | STAATSBURG NY | 786 | $58.9M | $172K |
| 2 | BAMBOO ROSE, LLC BAMBOO ROSE, LLC 401(K) PLAN | GLOUCESTER MA | 86 | $15.9M | $166K |
| 3 | CAL-COMP USA CAL-COMP USA 401(K) AND PROFIT SHARING PLAN |
CARLSBAD CA |
| 76 |
| $11.1M |
| $99K |
| 4 | ST. PAUL ACADEMY AND SUMMIT SCHOOL ST. PAUL ACADEMY AND SUMMIT SCHOOL 403(B) DC PLAN | ST. PAUL MN | 457 | $61.4M | $19K |