Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Low-Priced Stock Fund—Class K in their Schedule of Assets, totaling $7.2M 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 | ILLINOIS BONE AND JOINT INSTITUTE, LLC ILLINOIS BONE AND JOINT INSTITUTE, LLC PROFIT SHARING AND SAVINGS PLAN | DES PLAINES IL | 2,354 | $287.0M | $3.4M |
| 2 | THE CROSBY COMPANY OF NEW HAMPSHIRE, LLC THE CROSBY COMPANY OF NEW HAMPSHIRE, LLC 401(K) PLAN | SALEM NH | 196 | $69.5M | $1.8M |
| 3 | EDWARD ROSE BUILDING ENTERPRISE, LLC |
BLOOMFIELD HILLS MI |
| 2,481 |
| $104.6M |
| $1.5M |
| 4 | PROJECT MANAGEMENT INSTITUTE, INC. PROJECT MANAGEMENT INSTITUTE EMPLOYEE SAVINGS PLAN | NEWTOWN SQUARE PA | 572 | $101.4M | $542K |
