Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Disciplined Equity Fund - in their Schedule of Assets, totaling $3.1M 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 | DOVER SADDLERY, INC. DOVER SADDLERY, INC. 401(K) PROFIT SHARING PLAN | LITTLETON MA | 603 | $11.5M | $874K |
| 2 | FOREST PROPERTIES CO., INC. FOREST PROPERTIES CO., INC. 401K PLAN | CAMBRIDGE MA | 158 | $8.8M | $584K |
| 3 | FOREIGN AUTO IMPORT, INC. D/B/A TOYOTA OF WATERTOW |
WATERTOWN MA |
| 307 |
| $18.6M |
| $349K |
| 4 | OSHKOSH DOOR COMPANY OSHKOSH DOOR COMPANY 401K PLAN | OSHKOSH WI | 157 | $8.9M | $277K |
| 5 | NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN | WASHINGTON DC | 90 | $16.8M | $213K |
| 6 | CCMH CORPORATION CCMH CORPORATION 401(K) PLAN | CARROLLTON KY | 185 | $5.4M | $212K |
| 7 | NATIONAL OUTDOOR LEADERSHIP SCHOOL NATIONAL OUTDOOR LEADERSHIP SCHOOL TAX SHELTERED ANNUITY PLAN | LANDER WY | 764 | $19.0M | $208K |
| 8 | BRYANT UNIVERSITY BRYANT UNIVERSITY 403(B) RETIREMENT PLAN | SMITHFIELD RI | 992 | $318.2M | $96K |
| 9 | HARVARD MANAGEMENT COMPANY INC. THE HARVARD MANAGEMENT COMPANY 403(B) TAX-DEFERRED ANNUITY PLAN | BOSTON MA | 112 | $58.1M | $76K |
| 10 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $63K |
