Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Contra Fund in their Schedule of Assets, totaling $19.3M 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 | PENCO CORPORATION 401(K) SAVINGS PLAN | HARTFORD CT | 315 | $35.5M | $18.0M |
| 2 | BMT AEROSPACE USA, INC. BMT AEROSPACE USA, INC. EMPLOYEE'S 401(K) PLAN | FRASER MI | 153 | $13.2M | $758K |
| 3 | EDGE MANUFACTURING INC EDGE MANUFACTURING INC 401K PLAN |
PEVELY MO |
| 97 |
| $4.7M |
| $544K |
