Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Contra Fund in their Schedule of Assets, totaling $92.9M 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 | IBEW LOCAL UNION 269 ANNUITY FUND IBEW LOCAL UNION 269 ANNUITY FUND | WEST TRENTON NJ | 989 | $298.1M | $45.3M |
| 2 | CHA CONSULTING INC. CHA CONSULTING, INC. RETIREMENT INVESTMENT PLAN | ALBANY NY | 1,954 | $268.3M | $30.4M |
| 3 | VIRGINIA CANCER INSTITUTE INC. VIRGINIA CANCER INSTITUTE, INC. RETIREMENT PLAN |
HENRICO VA |
| 314 |
| $68.0M |
| $5.7M |
| 4 | THE FIRST NATIONAL BANK & TRUST COMPANY OF NEWTOWN FIRST NATIONAL BANK OF NEWTOWN SAVINGS/INCENTIVE PLAN | NEWTOWN PA | 123 | $45.2M | $3.6M |
| 5 | SOLIDUS TECHNICAL SOLUTIONS, LLC SOLIDUS TECHNICAL SOLUTIONS, LLC 401(K) PLAN | LUNENBURG MA | 82 | $22.3M | $2.4M |
| 6 | YOKOHAMA TIRE MANUFACTURING VIRGINIA SAVINGS PLAN FOR HOURLY EMPLOYEES OF THE YOKOHAMA TIRE MANUFACTURING IN SALEM, VIRGINIA | SALEM VA | 454 | $36.9M | $2.4M |
| 7 | SULPHUR SPRINGS BANCSHARES, INC. SULPHUR SPRINGS BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS | SULPHUR SPRINGS TX | 257 | $28.6M | $1.1M |
| 8 | FAIRCHILD MEDICAL CENTER RETIREMENT ACCUMULATION PLAN FOR FAIRCHILD MEDICAL CENTER | YREKA CA | 580 | $51.4M | $609K |
| 9 | ACADIA PHARMACEUTICALS INC. ACADIA PHARMACEUTICALS 401(K) PLAN AND TRUST | SAN DIEGO CA | 644 | $142.5M | $560K |
| 10 | TERRA VISTA MANAGEMENT, INC. TERRA VISTA MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | DEL MAR CA | 252 | $10.1M | $375K |