Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Disciplined Equity Fund Mutual fund in their Schedule of Assets, totaling $405K 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 | DATTNER ARCHITECTS DATTNER ARCHITECTS 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 142 | $23.8M | $269K |
| 2 | ALPARGATAS USA, INC. ALPARGATAS USA 401(K) PLAN | VENICE CA | 53 | $3.5M | $55K |
| 3 | CHILDREN'S LAW CENTER OF CALIFORNIA CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN |
MONTEREY PARK CA |
| 566 |
| $71.5M |
| $44K |
| 4 | MARLBOROUGH SCHOOL MARLBOROUGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 146 | $59.6M | $36K |