Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fid Low Priced Stk K in their Schedule of Assets, totaling $4.4M 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 | BREAZEALE, SACHSE & WILSON BREAZEALE, SACHSE & WILSON, L.L.P. 401(K) RETIREMENT PLAN AND TRUST PLAN | BATON ROUGE LA | 133 | $81.7M | $2.9M |
| 2 | PRAYON, INC. PRAYON, INC. 401(K) AND PROFIT INCENTIVE PLAN | AUGUSTA GA | 174 | $32.7M | $966K |
| 3 | GRAND CIRCLE LLC GRAND CIRCLE LLC 401(K) PLAN |
BOSTON MA |
| 541 |
| $74.1M |
| $299K |
| 4 | INDORAMA VENTURES INDORAMA VENTURES 401(K) PLAN - INTERMEDIATE CHEMICALS | THE WODDLANDS TX | 218 | $24.9M | $190K |
