Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments Fid Low-Priced St K6 in their Schedule of Assets, totaling $27.2M 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 | COVENANT HEALTH COVENANT HEALTH 401(K) PLAN | KNOXVILLE TN | 9,723 | $894.1M | $16.3M |
| 2 | LAYTON CONSTRUCTION COMPANY, LLC LAYTON CONSTRUCTION COMPANY, LLC 401(K) PROFIT SHARING PLAN | SANDY UT | 1,372 | $153.7M | $4.6M |
| 3 | VIRTUS INVESTMENT PARTNERS, INC. VIRTUS INVESTMENT PARTNERS, INC. SAVINGS AND INVESTMENT PLAN |
HARTFORD CT |
| 750 |
| $330.1M |
| $4.0M |
| 4 | COVENANT MEDICAL GROUP, INC. COVENANT MEDICAL MANAGEMENT 401(K) AND PROFIT SHARING PLAN | KNOXVILLE TN | 201 | $14.6M | $577K |
| 5 | METHODIST MEDICAL CENTER OF OAK RIDGE METHODIST MEDICAL CENTER OF OAK RIDGE SALARY DEFERRAL PLAN FOR UNION EMPLOYEES | OAK RIDGE TN | 1,093 | $56.3M | $525K |
| 6 | HENRY SCHEIN ONE, LLC HENRY SCHEIN ONE 401(K) PLAN | AMERICAN FORK UT | 1,299 | $85.8M | $489K |
| 7 | MORRISTOWN-HAMBLEN HOSPITAL ASSOCIATION MORRISTOWN-HAMBLEN HOSPITAL ASSOCIATION 401(K) PLAN | MORRISTOWN TN | 952 | $37.7M | $418K |
| 8 | MASTER METER, INC. MASTER METER, INC. 401(K) SAVINGS & INVESTMENT PLAN | MANSFIELD TX | 169 | $23.4M | $285K |
