Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Fidelity Contra fund in their Schedule of Assets, totaling $12.8M 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 | WEEKLEY HOMES LLC WEEKLEY HOMES 401(K) PLAN | HOUSTON TX | 1,679 | $413.2M | $6.9M |
| 2 | PUGH LUBRICANTS LLC CADENCE PETROLEUM GROUP EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN | ASHEBORO NC | 481 | $34.1M | $2.0M |
| 3 | R & K DISTRIBUTORS, INC. R & K DISTRIBUTORS, INC. 401K DEFERRED COMPENSATION PLAN |
LONGVIEW TX |
| 151 |
| $6.4M |
| $1.5M |
| 4 | SPRINGBOARD SOCIAL ENTERPRISES SPRINGBOARD SOCIAL ENTERPRISES RETIREMENT PLAN | LADERA RANCH CA | 38 | $4.5M | $1.2M |
| 5 | RED DOT LLC RED DOT EMPLOYEE RETIREMENT PLAN | ATHENS TX | 278 | $12.5M | $794K |
| 6 | ALFRED DUNNER, INC. ALFRED DUNNER, INC. 401(K) PLAN | NEW YORK NY | 181 | $38.5M | $444K |
| 7 | THE MOORINGS, INCORPORATED MOORINGS PARK INSTITUTE, INC. TAX SHELTERED RETIREMENT ANNUITY PLAN | NAPLES FL | 853 | $45.4M | $23K |
| 8 | CENTRAL FLORIDA PULMONARY GROUP, P.A. 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA | ORLANDO FL | 101 | $19.8M | $7K |
| 9 | ADROIT CONSTRUCTION CO. INC ADROIT CONSTRUCTION CO. INC PROFIT SHARING AND SAVINGS PLAN | ASHLAND OR | 113 | $14.3M | $6K |
| 10 | ROMAN EMPIRE ABA SERVICES, INC. ROMAN EMPIRE ABA SERVICES, INC. 401(K) PLAN | ALHAMBRA CA | 298 | $1.1M | $4K |
