Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments Fid Low Priced Stk in their Schedule of Assets, totaling $4.2M 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 | ST ENGINEERING IDIRECT, INC. ST ENGINEERING IDIRECT 401(K) PLAN | HERNDON VA | 473 | $161.6M | $1.4M |
| 2 | CHARLES RIVER ANALYTICS INC. CHARLES RIVER ANALYTICS PROFIT SHARING PLAN | CAMBRIDGE MA | 145 | $70.3M | $1.2M |
| 3 | RSR GROUP, INC. RSR 401(K) RETIREMENT PLAN |
WINTER PARK FL |
| 423 |
| $24.6M |
| $533K |
| 4 | CLAYTON H. LANDIS COMPANY, INC. CLAYTON H. LANDIS COMPANY, INC. 401(K) RETIREMENT PLAN | SOUDERTON PA | 121 | $30.2M | $391K |
| 5 | TENNESSEE AQUARIUM TENNESSEE AQUARIUM RETIREMENT PLAN | CHATTANOOGA TN | 343 | $33.3M | $214K |
| 6 | HOFFMAN/LEWIS DBA H&L PARTNERS H&L PARTNERS 401(K) PROFIT SHARING | OAKLAND CA | 165 | $22.1M | $157K |
| 7 | INMAN MILLS INMAN MILLS 401(K) RETIREMENT SAVINGS PLAN | INMAN SC | 506 | $16.5M | $128K |
| 8 | HOLLAND ROOFING, INC. HOLLAND ROOFING, INC. 401(K) PLAN | FLORENCE KY | 332 | $9.4M | $40K |
| 9 | SHEE ATIKA INC. SHEE ATIKA, INC. 401K PLAN | SITKA AK | 347 | $14.7M | $32K |
