Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Contra Fund Registered investment company in their Schedule of Assets, totaling $50.7M 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 | COMPSYCH MANAGEMENT CORPORATION COMPSYCH MANAGEMENT CORPORATION RETIREMENT PLAN | CHICAGO IL | 1,414 | $53.6M | $12.9M |
| 2 | MCGLINCHEY STAFFORD, PLLC MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN | NEW ORLEANS LA | 299 | $121.7M | $10.5M |
| 3 | STAFFMARK GROUP, LLC |
CINCINNATI OH |
| 0 |
| $42.8M |
| $9.5M |
| 4 | NATIONAL ASSOCIATION OF BROADCASTERS NATIONAL ASSOCIATION OF BROADCASTERS 401(K) THRIFT & SAVINGS PLAN | WASHINGTON DC | 113 | $53.2M | $5.3M |
| 5 | STAFFMARK GROUP LLC STAFFMARK GROUP LLC RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES | CINCINNATI OH | 0 | $56.7M | $5.3M |
| 6 | BOARD OF TRUSTEES OF CHRISTIAN LABOR CHRISTIAN LABOR ASSN PENSION TRUST DEFINED BENEFIT PLAN | BRAINERD MN | 381 | $59.0M | $1.9M |
| 7 | SOUND SOUND EMPLOYEES RETIREMENT PLAN | TUKWILA WA | 499 | $41.5M | $1.2M |
| 8 | GRADIENT FINANCIAL GROUP LLC GRADIENT FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | ARDEN HILLS MN | 312 | $20.5M | $1.2M |
| 9 | HARRIS FARMS, INC. HARRIS FARMS SAVINGS AND INVESTMENT PLAN | COALINGA CA | 1,209 | $35.8M | $1.1M |
| 10 | ZENAR CORPORATION ZENAR CORPORATION PROFIT SHARING PLAN AND TRUST | OAK CREEK WI | 137 | $16.1M | $808K |
