Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Low-Priced Stk in their Schedule of Assets, totaling $10.2M 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 | DXP ENTERPRISES, INC. DXP ENTERPRISES, INC. 401(K) RETIREMENT PLAN | HOUSTON TX | 2,901 | $250.1M | $6.4M |
| 2 | HUSSON UNIVERSITY HUSSON UNIVERSITY SECTION 403(B) RETIREMENT PLAN | BANGOR ME | 822 | $67.0M | $3.1M |
| 3 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. |
BOSTON MA |
| 760 |
| $305.3M |
| $742K |