Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fidelity Low Priced Stock K N/R in their Schedule of Assets, totaling $66.8M 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 | YALE-NEW HAVEN HOSPITAL, INC. YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN | NEW HAVEN CT | 22,243 | $2.3B | $36.8M |
| 2 | YALE-NEW HAVEN HOSPITAL, INC. YALE-NEW HAVEN HOSPITAL AND TAX-EXEMPT AFFLILIATES RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 22,243 | $1.1B | $13.4M |
| 3 | GREENWICH HOSPITAL |
GREENWICH CT |
| 2,279 |
| $242.3M |
| $4.9M |
| 4 | LAWRENCE & MEMORIAL HOSPITAL LAWRENCE & MEMORIAL HOSPITAL 401(K) PLAN | NEW LONDON CT | 4,346 | $369.4M | $4.4M |
| 5 | BRIDGEPORT HOSPITAL BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN | BRIDGEPORT CT | 4,413 | $286.6M | $4.3M |
| 6 | BRIDGEPORT HOSPITAL BRIDGEPORT HOSPITAL EMPLOYER CONTRIBUTION RETIREMENT PLAN | BRIDGEPORT CT | 4,305 | $253.8M | $2.2M |
| 7 | CORPORATE PROFESSIONAL BUSINESS SERVICES INC. CORPORATE PROFESSIONAL BUSINESS SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 91 | $35.9M | $700K |
