Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Fid Low Priced Stk in their Schedule of Assets, totaling $3.5M 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 | O'NEAL, INC. O'NEAL, INC. 401(K) PLAN AND TRUST | GREENVILLE SC | 95 | $36.9M | $967K |
| 2 | TRITON CONSTRUCTION COMPANY, LLC TRITON CONSTRUCTION 401K PLAN | NEW YORK NY | 114 | $31.3M | $645K |
| 3 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA |
RICHMOND VA |
| 6,105 |
| $1.3B |
| $420K |
| 4 | UNGER ENTERPRISES, LLC UNGER 401K & PROFIT SHARING PLAN | BRIDGEPORT CT | 135 | $12.9M | $327K |
| 5 | PACE UNIVERSITY PACE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | VALHALLA NY | 2,350 | $881.5M | $323K |
| 6 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN | PHILADELPHIA PA | 3,407 | $520.9M | $251K |
| 7 | LUMACORP, INC. LUMACORP INC. 401(K) PLAN | DALLAS TX | 180 | $7.7M | $236K |
| 8 | PUBWORX SERVICES LLC PUBWORX 401(K) PLAN | NEW YORK NY | 126 | $29.0M | $186K |
| 9 | COLUMBIA COLLEGE COLUMBIA COLLEGE RETIREMENT SAVINGS PLAN | COLUMBIA MO | 1,156 | $65.4M | $82K |
| 10 | SPOKANE INDUSTRIES, INC. SPOKANE INDUSTRIES, INC. EMPLOYEE THRIFT PLAN | SPOKANE WA | 95 | $6.1M | $77K |
