Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Fidelity Low-priced Stock in their Schedule of Assets, totaling $23.6M 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 | BRONSON HEALTHCARE GROUP, INC. BRONSON HEALTHCARE GROUP, INC. 403(B) TAX SHELTERED MATCHING PLAN | KALAMAZOO MI | 9,693 | $1.2B | $12.7M |
| 2 | CLINICAL PATHOLOGY ASSOCIATES CLINICAL PATHOLOGY ASSOCIATES PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 125 | $74.0M | $4.2M |
| 3 | FARM JOURNAL, INC. |
KANSAS CITY MO |
| 260 |
| $29.4M |
| $1.7M |
| 4 | CALIFORNIA INSTITUTE OF THE ARTS CALIFORNIA INSTITUTE OF THE ARTS RETIREMENT PLAN | VALENCIA CA | 502 | $97.0M | $1.5M |
| 5 | COLUMBUS ONCOLOGY ASSOCIATES, INC. COLUMBUS ONCOLOGY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 153 | $29.1M | $961K |
| 6 | HENRY AVOCADO CORPORATION HENRY AVOCADO CORPORATION | ESCONDIDO CA | 108 | $22.5M | $859K |
| 7 | MID ATLANTIC CAPITAL GROUP MID ATLANTIC CAPITAL GROUP RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 827 | $70.8M | $686K |
| 8 | ACCOLADE, INC. ACCOLADE, INC. 401(K) PLAN | PLYMOUTH MEETING PA | 1,810 | $103.2M | $585K |
| 9 | S.W. BAJUS, LTD. S.W. BAJUS, LTD. 401K PLAN & TRUST | ST. DAVIDS PA | 69 | $7.9M | $193K |
| 10 | FOX-ROWDEN-MCBRAYER, LLC FRM 401(K) RETIREMENT PLAN | BUFORD GA | 200 | $21.2M | $69K |
