Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity – Disciplined Equity in their Schedule of Assets, totaling $909K 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 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $291K |
| 2 | THE POPULATION COUNCIL, INC. RETIREMENT PLAN FOR EMPLOYEES OF THE POPULATION COUNCIL, INC. | NEW YORK NY | 208 | $232.7M | $273K |
| 3 | UPHAMS CORNER HEALTH COMMITTEE, INC. |
BOSTON MA |
| 502 |
| $27.3M |
| $158K |
| 4 | ACT PIPE AND SUPPLY, INC. ACT PIPE & SUPPLY 401(K) PLAN | HOUSTON TX | 286 | $11.3M | $104K |
| 5 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED THE HOSPITAL FOR SPECIAL SURGERY 403(B) PLAN | NEW YORK NY | 5,338 | $866.3M | $66K |
| 6 | THOMAS AND THORNGREN, INC. THOMAS AND THORNGREN, INC. 401(K) PLAN | NASHVILLE TN | 201 | $10.1M | $16K |
| 7 | LUCAS MUSEUM OF NARRATIVE ART LUCAS MUSEUM OF NARRATIVE ART 403(B) PLAN | LOS ANGELES CA | 107 | $7.6M | $908 |