Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Contra Fund in their Schedule of Assets, totaling $41.5M 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 | PELICAN PRODUCTS, INC. PELICAN PRODUCTS 401(K) PLAN | TORRANCE CA | 1,224 | $132.3M | $32.6M |
| 2 | ACHE AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES SMART 401(K) PLAN | CHICAGO IL | 97 | $36.0M | $6.1M |
| 3 | THE BMS ENTERPRISES, LLC THE BMS ENTERPRISES 401(K) PLAN |
HALTOM CITY TX |
| 1,030 |
| $22.1M |
| $2.4M |
| 4 | REGION IV AREA AGENCY ON AGING, INC REGION IV A.A.A. 403(B) PLAN | SAINT JOSEPH MI | 84 | $6.9M | $459K |
