Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Fidelity® Low-Priced Stock Fund in their Schedule of Assets, totaling $10.5M 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 | ELECTRONIC WARFARE ASSOCIATES, INC. ELECTRONIC WARFARE ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN | HERNDON VA | 771 | $70.7M | $3.3M |
| 2 | HARVEST SHERWOOD FOOD DISTRIBUTORS, INC HARVEST SHERWOOD FOOD DISTRIBUTORS EMPLOYEE 401(K) PLAN | NATIONAL CITY CA | 1,099 | $69.8M | $1.7M |
| 3 | FRANCISCAN CHILDREN'S |
BRIGHTON MA |
| 25 |
| $32.6M |
| $1.5M |
| 4 | EDUCATIONAL FEDERAL CREDIT UNION EDUCATIONAL FEDERAL CREDIT UNION | MIAMI FL | 338 | $45.1M | $1.0M |
| 5 | SDI PRESENCE LLC SDI PRESENCE LLC 401(K) PLAN | CHICAGO IL | 355 | $36.7M | $858K |
| 6 | SOUTHWESTERN PA HUMAN SERVICES, INC. SOUTHWESTERN PA HUMAN SERVICES, INC. TAX SHELTERED ANNUITY PLAN | CHARLEROI PA | 512 | $26.1M | $311K |
| 7 | ONE CALL CONCEPTS, INC. ONE CALL CONCEPTS, INC. 401K PLAN | HANOVER MD | 383 | $24.5M | $276K |
| 8 | SOUTHWESTERN PA HUMAN SERVICES, INC. SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION PLAN | CHARLEROI PA | 504 | $22.7M | $240K |
| 9 | CRESCENT BANK CRESCENT BANK RETIREMENT SAVINGS PLAN | METAIRIE LA | 291 | $23.0M | $230K |
| 10 | ANTHONY & SYLVAN POOLS CORPORATION ANTHONY & SYLVAN POOLS 401(K) PLAN | WARMINSTER PA | 414 | $35.5M | $222K |
